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 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.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now