About Liz

Liz Brown is a Senior Client Associate at J.P. Morgan Wealth Management.

Liz works closely with clients of The HDYG Team, helping them streamline their wealth so they can regain time for the people and activities they value most. Organized by nature, Liz follows up with clients, keeping them closely apprised of the team's work on their behalf. Her areas of focus include new account onboarding, money movement, securities transfers, customized reporting, scheduling and team communications.

Hard working, Liz is gratified to make clients' lives easier and simpler. She is also proud to contribute to the smooth operations of her team, allowing the team's leaders to focus their energies on client interactions. A skilled problem-solver, Liz enjoys tackling issues that require creative thinking, resolute in her efforts to unwind the intricacies that wealth can pose.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Liz served as a Client Service Associate with First Republic Private Wealth Management. Earlier in her career, she was a Relationship Manager with Cable Hill Partners in Portland and a Client Service Assistant with True Private Wealth Advisors in Eugene. Liz has worked in wealth management since 2019.

Originally from the Pacific Northwest, Liz earned her B.A. in Politics from Willamette University. She holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.

Outside the office, Liz enjoys spending time with her partner, who is a musician. Together, they regularly take in the Portland arts scene, including live music, dance performances and the visual arts.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.