About Anna

Anna Vazquez is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Rizzo, Apple, Schneider, and Langbert Group she manages important investment functions for their high-net worth clients who are varied group of business owners, entrepreneurs, and retirees. Anna oversees the on-boarding process, creates proposals, maintains records, and administers accounts. As the team's lending specialist, she assists clients with access to the full range of J.P. Morgan lending products including securities-based lending, mortgages, HELOCs and J.P. Morgan credit cards. Anna's role includes executing securities transactions, coordinating syndicate investments, and handling general operations for the team.

Anna is skilled in maintaining good client communication, proactively following through, and working towards completing projects on time. She recognizes that in an environment in which clients have a choice of investment advisors, her abilities represent a clear value-add for clients in their selection process and helps to foster deep and long-term relationships.

Anna began her financial career at J.P. Morgan shortly after graduating from college in 2014. A native of Russia, she moved to Barcelona, Spain, at age 14 to pursue a professional tennis career and attend high school at the world-renowned Sanchez-Casal Tennis Academy. After high school, Anna received a full university athletic scholarship, and relocated to the United States. Anna graduated magna cum laude from CUNY Queens in 2014 with a degree in Economics and Political Science and is currently pursuing an MBA from Florida Atlantic University. Anna is fluent in Russian and Spanish. Currently, she resides in Palm Beach Gardens, FL with her husband and two children.

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