Anna VazquezAnna VazquezSenior Client Associate
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 focuses on client service, onboarding new clients and assisting them with the full range of J.P. Morgan products including mortgages, advised lines of credit, J.P. Morgan credit cards, checking and savings accounts and brokerage accounts. In addition, Anna builds strong, ongoing relationships with clients and assists in their daily financial needs.
Anna began her financial career at J.P. Morgan shortly after graduating from college in 2014 as a marketing associate with the R|A|S Group. In her role, she focused on business development and client and prospect outreach including management of direct mail initiatives and engaging clients in ongoing and relevant dialogues around the firm's research and strategies.
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.
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 is fluent in Russian and Spanish. Currently, she lives in Boynton Beach, Florida.
Insights
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor 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 NowTax 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