Roberto AguayoRoberto AguayoWealth Advisor
About Roberto
Roberto Aguayo is a Wealth Advisor at J.P. Morgan Wealth Management.
Roberto works closely with a range of highly successful clients—athletes, entertainers, business owners and endowments—offering tailored advice that spans the breadth of their needs. His focus is on wealth management, portfolio management, liquidity strategies, strategic lending and exit planning. Roberto designs personalized portfolios to help ensure reliable income streams for his clients. By cultivating deep, trusting relationships, he guides them through the complexities of sophisticated balance sheets while helping articulate their visions for a secure financial future.
As a former professional athlete and entrepreneur, Roberto brings a valuable perspective to his work. He has a first-hand understanding of the dedication and ambition required to pursue success, whether in athletics, entertainment or the business realm. Many of his clients face short earning windows and need to provide asset protection for the decades to come, making it crucial to develop strategies that help safeguard their wealth. Roberto draws from the support of J.P. Morgan's extensive resources and intellectual capital to empower clients with financial education and insights, equipping them to navigate challenges and seize opportunities. In addition to his work with individuals, he collaborates with foundations and endowments that support amateur athletes through NIL sponsorships.
Roberto joined J.P. Morgan as an Analyst in 2022, transitioning from a role at Merrill Lynch Wealth Management. He was previously a professional athlete in the National Football League from 2016 through 2021.
A graduate of Florida State University with a B.S. in Criminology, Roberto was a member of the school's NCAA National Championship Football team. He supports his alma mater through the FSU Financial Advocacy Board and assists in the University's Finance Department, as needed.
Born and raised in Central Florida, Roberto has cultivated a deep network that includes athletes and stakeholders. His fluency in Spanish positions him as a valuable connector between individuals and the organizations that he actively participates in, striving to be a positive influence and make a meaningful impact on the community. Roberto enjoys golfing and spending time with his big family.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A 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
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A 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 NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now