About Giovanna

Giovanna Triana is a Senior Client Associate 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

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.