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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April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
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