
Giovanna TrianaGiovanna TrianaSenior Client Associate
About Giovanna
Giovanna Triana is a Senior Client Associate at J.P. Morgan Wealth Management.
Giovanna is an integral member of The Andrews Luther Webb Group and serves as a main point of contact for their high-net-worth individuals and families. She focuses on continuously improving the customer experience through timely and creative solutions to their financial service requests. She draws on her strong understanding of the sophisticated needs of clients to deliver personalized and excellent service. Giovanna takes the time to know each client, addressing their concerns, solving problems and navigating the firm on their behalf. She is responsible for day-to-day administration of client account oversight, banking and lending for the team. As a tenured member of the firm, she also serves as a resource of knowledge to other Client Associates at J.P. Morgan.
Originally from New York, Giovanna began her career at J.P. Morgan Private Bank on Wall Street, working alongside the fast-paced environment of investments and trading. She has over 30 years of industry experience, and was with Merrill Lynch for 20 years before rejoining J.P. Morgan in 2019. Giovanna's strengths include attention to detail, commitment to clients and coordinating the operational aspects of the team. She holds FINRA Series 7, 63 and 65 securities licenses and speaks fluent Spanish. Giovanna is a longtime resident of South Florida, and cherishes spending quality time with her two sons. She is an avid runner, participates in many local 5k races and even completed the full New York City Marathon.
Giovanna is an active supporter of several philanthropic organizations including Leukemia & Lymphoma Society, Habitat for Humanity and Boy Scouts of America. She is also involved with The Lighthouse for the Blind, a nonprofit that is personally meaningful to her family.
Insights

Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
