Simona SolomosSimona SolomosRelationship Manager
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
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October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now