About Simona

Simona Solomos is a Relationship Manager at J.P. Morgan Wealth Management.

As a member of the Ver Bockel Raihle Koricanac Group, Simona provides client service and operational support for high-net-worth individuals and families. She holds a number of responsibilities within the team, including client onboarding procedures, account maintenance, team coordination, and operational oversight. Simona is in frequent touch with clients and serves as a dedicated resource for their inquiries and needs.

Simona graduated from Northeastern Illinois University with a B.S. in Business Administration. She began her wealth management career in 2017 with Merrill Private Wealth Management, where she served as a Private Wealth Associate. Two years later, Simona moved with her team to First Republic Investment Management, where she gained valuable relationship management experience. She has worked at J.P. Morgan Wealth Management since 2023.

Simona lives in Jupiter, Florida, with her husband, Steven, their daughter, Scarlett, and their dog, Nala. Outside of work, she enjoys spending time with family and friends, cooking, being outdoors, and traveling to new places.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
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Business

Business succession planning: Building an effective team

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