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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

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Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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