
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

Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
