Melinda CapozziMelinda CapozziSenior Client Associate
About Melinda
Melinda Capozzi is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of The SKS Group, she serves as a dedicated liaison between the Wealth Partners and clients, as well as utilizes great care in building and maintaining relationships with Branch Management, Compliance and various other business units throughout the firm.
Melinda knows the value in meeting the needs of clients by addressing every task with importance and completing them efficiently. One of her characteristics is tenacity, which she finds rather useful in her role. Being part of a professional team that gives excellent care to their clients but also knows the importance of team synergy is something Melinda finds truly valuable here.
Melinda began her financial services career at J.P. Morgan in 2013. She holds FINRA Series 6, 7, 26, 63 and 65 securities licenses.
When Melinda is not at work, she is usually spending time with her children, granddaughter, family and friends. In her spare time, you may find her walking along the beach searching for sea glass, on a dance floor or roller blading.
Insights
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November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowWealth Planning
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowRetirement
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowBusiness Planning
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowMarkets and Economy
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowMarkets and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowWealth Planning
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowFamily Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowWealth Planning
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowFamily Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
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