About Danielle

Danielle Barrios is a Senior Client Associate with J.P. Morgan Wealth Management. Danielle delivers exceptional service for all stages of the client relationship. She has a passion for helping others and uses her experience and strong interpersonal skills to gain insight into what clients truly need and expect.

With over a decade of experience in private banking and wealth management, Danielle spearheads account opening, account maintenance activities and resolving client inquiries. Before joining J.P. Morgan, she worked for UBS in the Wealth Management office in Beverly Hills and the Private Wealth Management office in Washington, D.C.

Danielle attended Georgetown University, where she earned a B.A. in Liberal Studies. She holds Series 7 and 66 securities licenses.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

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Investing

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