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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Wealth Planning

Providing for your loved ones during your lifetime

January 9, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.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.