Peyton DenverPeyton DenverClient Associate
About Peyton
Peyton Denver is a Client Associate at J.P. Morgan Wealth Management.
In her forward-facing role, Peyton has added to the concierge service that is the foundation of the team's practice. She joined The Wentzheimer Group in 2023 and has a knack for clear, proactive communication that helps keep everyone informed and organized across their evolving needs. Peyton strives for individualized attention to every client and every task she executes, in support of diverse financial landscapes. Her ability to connect with people bolsters the high-touch service the team delivers to the high-net-worth families and individuals we serve.
Before joining J.P. Morgan Wealth Management in 2023, Peyton served as a Preferred Banker at First Republic in New York City. From this experience, she gained intricate knowledge into the diverse banking needs that families with sophisticated wealth face.
Peyton earned a B.A. in Political Economy and Public Policy from the University of California, Berkeley and holds FINRA Series 7 and 66 securities licenses.
Insights
Outlook
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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