About Melinda

Melinda Capozzi is a Senior Client Associate with J.P. Morgan Wealth Management.

Melinda Capozzi is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of The Sylvia Wealth Management Group, she serves as a dedicated liaison between the Wealth Partners and clients, as well as utilizes great care in building and maintaining relationships with Branch Management, Compliance and various other business units throughout the firm.

Melinda knows the value in meeting the needs of clients by addressing every task with importance and completing them efficiently. One of her characteristics is tenacity, which she finds rather useful in her role. Being part of a professional team that gives excellent care to their clients but also knows the importance of team synergy is something Melinda finds truly valuable here.

Melinda began her financial services career at J.P. Morgan in 2013. She holds FINRA Series 6, 7, 26, 63 and 65 securities licenses.

When Melinda is not at work, she is usually spending time with her children, granddaughter, family and friends. In her spare time, you may find her walking along the beach searching for sea glass, on a dance floor, or roller blading.

Insights

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

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 Now
Retirement

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 Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.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.