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
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November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowPlanning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowLeaving your job
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November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now