Vanessa Rose-Vogue Advisor Headshot image

Vanessa Rose-VogueVanessa Rose-Vogue, CFP®
Executive Director, Wealth Planner

About Vanessa

Vanessa Rose-Voge is an Executive Director on the Wealth Planning and Advice team, covering the Southeast Region for J.P. Morgan Wealth Management.
Vanessa has over 20 years of experience working with high-net-worth, ultra-high-net-worth and billionaire individuals and families. She leads a human-centric practice, and her expertise helps our clients identify planning opportunities to protect themselves and their loved ones through strategies that efficiently preserve and pass on their wealth.
Vanessa has a strong foundation in estate planning, business succession, behavioral and social sciences, cross-border families, executive compensation, retirement planning, risk management, tax planning, financial planning and cross-generational private wealth. She is an attorney at law, with advanced degrees in Social Sciences and Law, a Master's degree in Law and is a CERTIFIED FINANCIAL PLANNER® professional. Vanessa brings a unique perspective to the field of Wealth Planning and Advice.
With a deep understanding of human behavior, Vanessa is adept at helping individuals and families navigate complex Wealth Planning conversations that not only look at preserving assets, but also consider the interpersonal aspects of estate protection and distribution. She seeks to help clients navigate the complexities of managing private wealth with sensitivity and insight.
Prior to joining J.P. Morgan, Vanessa was a Wealth Planner for Edward Jones, Citi Private Bank and UBS Private Bank, working with domestic and international clients investing in the United States. Prior to her career in Wealth Management, Vanessa was an attorney at Deloitte and Baker & McKenzie. She is fluent in both Spanish and English, and holds degrees from the Universidad Autonoma de Yucatan and Tulane University Law School.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Markets and Economy

When oil jumps, household wealth guides the economy

March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
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Wealth Planning

Wealth planning is a women’s issue

March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
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Real Estate

What to know about tax-aware borrowing

March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
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