Kaitlyn WinnKaitlyn Winn, CFP®Vice PresidentWealth Advisor
About Kaitlyn Winn
Kaitlyn Winn is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Kaitlyn serves as a Wealth Advisor and planner for The Newman Jones Wealth Management Group, helping clients gain greater clarity over the scope and trajectory of their wealth. An engaged listener, she begins each relationship with an in-depth discussion of each clients' financial situation, as well as a client's aspirations, concerns, and intentions. By framing these "pieces of the puzzle" into a more cohesive whole, Kaitlyn is able to help clients ask—and answer—important questions in their financial lives. She particularly enjoys working with clients who have a "why for their wealth"–who want to channel their resources to support positive change in their families and communities.
Proactive in her outlook and advice, Kaitlyn notes that she and her team lead with planning—a discipline that enables them to integrate other facets of client wealth, such as investing, wealth transfer, business and succession planning, retirement analysis and charitable giving. She is proud to serve as a trusted partner who can help people discern meaningful goals and design a more customized pathway to those priorities. A natural educator, Kaitlyn also looks to ensure that clients are comfortable with the trajectory of their wealth, adding to their confidence as stewards of their financial lives.
Kaitlyn joined J.P. Morgan Wealth Management with her team in 2023. Earlier, she spent seven years with First Republic Private Wealth Management, where her roles included Financial Planning Analyst and Client Relationship Analyst. Kaitlyn began her wealth management career in 2012 with Stifel Financial Corp. A graduate of North Park University, she earned her B.A. magna cum laude. Committed to professional excellence, she is a CERTIFIED FINANCIAL PLANNER® professional.
Within her community, Kaitlyn has volunteered for many years with area nonprofits and is committed to enhancing financial literacy among underserved populations. She and her husband, Mitch, live in Northeast Portland with their young son, as well as their dog, Zoey, and cat, Patches. In her free hours, Kaitlyn enjoys traveling, spending time with her family and friends, reading anything she can get her hands on, running, and doing yoga.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now