Pamela BennettPamela BennettExecutive Director, Client Specialist
About Pamela
Pamela Bennett is an Executive Director and Client Specialist at J.P. Morgan Wealth Management.
Pamela works with highly affluent individuals and families to deliver comprehensive financial advisory and wealth management services ranging from trust and estate planning, insurance, banking and investment management. She understands that every person has different needs and couples J.P. Morgan's breadth of intellectual capital with her strong relationship-building skills to match the right professional within the firm to handle each situation and best fulfill her clients' requirements.
Pamela's decades of experience have made her a powerful advocate for the individuals she serves. Clients describe her as responsive, and she ensures no email or telephone call goes unanswered, no matter the day or time she receives it.
Before joining J.P. Morgan, Pamela spent 13 years as a Managing Director and Wealth Advisor at First Republic Investment Management. She held similar senior positions serving high-net-worth clients at City National Bank in Beverly Hills and UBS in Los Angeles and is well-known in the industry.
Pamela devotes time to her community in influential leadership roles, including membership on the Board of Directors for Temple Emanuel of Beverly Hills, where she is on the Finance Committee and the Endowment Committee. She is a member of the MOCA Projects Council.
Pamela was formerly a member of the LACMA Costume Council and has chaired The Beverly Hills Education Foundation. She also served as the Traffic and Parking Commissioner for the City of Beverly Hills. She currently is a Block Captain for Just In Case Beverly Hills, a neighborhood disaster-management initiative.
A graduate of the University of Illinois at Urbana-Champaign, Pamela received a B.S. in Communications. She holds the Personal Financial Planning certification from the University of California Los Angeles.
Pamela is married and has lived in Beverly Hills for over 30 years. Her adult daughter lives in Washington, DC, with her family.
Insights
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now