Roberto AguayoRoberto AguayoWealth Advisor
About Roberto
Roberto Aguayo is a Wealth Advisor at J.P. Morgan Wealth Management.
Roberto works with a select group of founders, athletes, corporate executives, and high net worth families, delivering advice tailored to the full picture of their financial lives. His work spans portfolio construction and management, next generation planning, liquidity planning, strategic lending, and exit planning. He builds personalized portfolios designed to support dependable cash flow and long term goals, and he helps clients make confident decisions across complex balance sheets.
As a former professional athlete and entrepreneur, Roberto brings firsthand perspective to clients whose financial lives can change quickly. Many of the people he advises face short earning windows and long horizons, making proactive planning and asset protection essential. He is known for building trusted relationships and helping clients translate ambition into a clear, durable plan for their financial future.
Roberto joined J.P. Morgan as an Analyst in 2022 after working at Merrill Lynch Wealth Management. Prior to his finance career, Roberto was drafted 59th overall by the Tampa Bay Buccaneers and played in the National Football League from 2016 to 2021. He graduated from Florida State University and was a member of the university’s NCAA National Championship football team in 2013.
Born and raised in Florida, Roberto has built a strong network across sports, business, and the broader community. Fluent in Spanish, he serves as a connector for individuals and organizations and stays actively involved in local initiatives. Outside of work, Roberto coaches the next generation of kickers through his kicking academy, serves as Special Teams Coach at The Benjamin School, and enjoys spending time with his growing family.
Insights
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
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