About Cynthia

Cindy Pettit is a Client Service Administrator at J.P. Morgan Wealth Management.

Cindy provides a warm and welcoming presence to clients, addressing their needs with characteristic care and competence. With more than 25 years of experience in wealth management, she offers the knowledge she has gained from working closely with an accomplished clientele, sensitive to their priorities and interests.

Within the team, Cindy holds a range of responsibilities, including new account onboarding, money movement, account administration, meeting coordination and team communications. Her background in trust and estate planning has heightened her ability to identify the resources clients require to advance their wealth-transfer goals more effectively. Cindy points to client interaction as her favorite part of her role. She derives true enjoyment from taking care of clients, helping them gain clarity and confidence in organizing the details of their wealth.

Prior to moving to J.P. Morgan Wealth Management with Andrea Borgioli in 2023, Cindy spent five years as a Client Associate with First Republic Private Wealth Management. Her career also includes more than 21 years with Wells Fargo Private Bank, where she was a Trust and Fiduciary Specialist.

Originally from Santa Barbara, Cindy has deep roots in the area. She is married and has two adult sons. In her free hours, she loves to spend time with her two grandsons, take morning walks, and enjoy the outdoors, including camping.

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?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
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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