Giovanna TrianaGiovanna TrianaVice PresidentRelationship Manager
About Giovanna
Giovanna Triana is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Giovanna is an integral member of The Andrews Luther Webb Group and serves as a main point of contact for their high-net-worth individuals and families. She focuses on continuously improving the customer experience through timely and creative solutions to their financial service requests. She draws on her strong understanding of the sophisticated needs of clients to deliver personalized and excellent service. Giovanna takes the time to know each client, addressing their concerns, solving problems and navigating the firm on their behalf. She is responsible for day-to-day administration of client account oversight, banking and lending for the team. As a tenured member of the firm, she also serves as a resource of knowledge to other Client Associates at J.P. Morgan.
Originally from New York, Giovanna began her career at J.P. Morgan Private Bank on Wall Street, working alongside the fast-paced environment of investments and trading. She has over 30 years of industry experience, and was with Merrill Lynch for 20 years before rejoining J.P. Morgan in 2019. Giovanna's strengths include attention to detail, commitment to clients and coordinating the operational aspects of the team. She holds FINRA Series 7, 63 and 65 securities licenses and speaks fluent Spanish. Giovanna is a longtime resident of South Florida, and cherishes spending quality time with her two sons. She is an avid runner, participates in many local 5k races and even completed the full New York City Marathon.
Giovanna is an active supporter of several philanthropic organizations including Leukemia & Lymphoma Society, Habitat for Humanity and Boy Scouts of America. She is also involved with The Lighthouse for the Blind, a nonprofit that is personally meaningful to her family.
Insights
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now