Cynthia PettitCynthia PettitClient Service Administrator
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
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Debunking the top five sustainable investing myths
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When disaster strikes: How to give with intention and impact
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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 NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy 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 NowBuilding 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 NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking 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 NowWhen 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 NowBuilding 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 Now5 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 NowU.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