Vanessa Rose-VogeVanessa Rose-Voge
Executive Director

About Vanessa

Vanessa Rose-Voge is an Executive Director on the Wealth Planning & Advice team, covering the South East Region for J.P. Morgan Wealth Management. Vanessa has over 18 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. Her areas of concentration are: wealth transfer strategies; family dynamics; charitable gifting; estate planning strategies; cross-border families and comparative planning; asset protection and risk management; business succession; concentrated positions and executive compensation; and, impact of taxes on the clients’ Wealth Planning. Prior to joining J.P. Morgan, Vanessa was a Wealth Planner for Edward Jones, Citi Private Bank and UBS, 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, specializing in Comparative Law, Taxes & Trust & Estates. Vanessa is fluent in both Spanish and English, She graduated undergrad from Universidad de Yucatan and holds a Master of Laws from Tulane University, with formal legal education in Roman Law and Common Law, and is a CFP® professional.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(305) 347-3043vanessa.rose-voge@jpmorgan.com