Vanessa Rose-Vogue Advisor Headshot image

Vanessa Rose-VogueVanessa Rose-Vogue, CFP®
Executive Director, Wealth Planner

About Vanessa

Vanessa Rose-Voge is an Executive Director on the Wealth Planning and Advice team, covering the Southeast Region for J.P. Morgan Wealth Management.

Vanessa has over 20 years of experience working with high-net-worth, ultra-high-net-worth and billionaire individuals and families. She leads a human-centric practice, and her expertise helps our clients identify planning opportunities to protect themselves and their loved ones through strategies that efficiently preserve and pass on their wealth.

Vanessa has a strong foundation in estate planning, business succession, behavioral and social sciences, cross-border families, executive compensation, retirement planning, risk management, tax planning, financial planning and cross-generational private wealth. She is an attorney at law, with advanced degrees in Social Sciences and Law, a Master's degree in Law and is a CERTIFIED FINANCIAL PLANNER® professional. Vanessa brings a unique perspective to the field of Wealth Planning and Advice.

With a deep understanding of human behavior, Vanessa is adept at helping individuals and families navigate complex Wealth Planning conversations that not only look at preserving assets, but also consider the interpersonal aspects of estate protection and distribution. She seeks to help clients navigate the complexities of managing private wealth with sensitivity and insight.

Prior to joining J.P. Morgan, Vanessa was a Wealth Planner for Edward Jones, Citi Private Bank and UBS Private Bank, working with domestic and international clients investing in the United States. Prior to her career in Wealth Management, Vanessa was an attorney at Deloitte and Baker & McKenzie. She is fluent in both Spanish and English, and holds degrees from the Universidad Autonoma de Yucatan and Tulane University Law School.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Investing

What to do with your year-end bonus in a changing interest rate environment

January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
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Wealth Planning

Four beneficiaries of wealth

January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
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Wealth Planning

How to include your grandchild in your financial plan

January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
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