
Liz BrownLiz BrownSenior Client Associate
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

Why cash flow forecasting and succession planning matter
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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now