
Crista TuckerCrista TuckerExecutive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Crista
Crista Tucker is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of The Tucker Shevlin Group, Crista provides leadership, advice and continuity to multigenerational families, serial entrepreneurs, business owners, senior executives and nonprofit organizations, helping them deploy their wealth with greater insight and effectiveness. Clients see Crista as an extension of their families, reflecting the depth of her knowledge and the intimate familiarity she brings to each relationship. An attentive listener and empathetic guide, she centers her work on each client's priorities and aspirations, catering to those objectives through integrated strategy, planning and service.
Crista draws on more than 25 years of wealth management experience. She has extensive depth addressing the needs of women business owners, mindful of the many demands on their time. Her range of capabilities includes tax-sensitive wealth transfer, pre-liquidity-event planning, business structuring, investment management, and charitable giving. By aligning multiple facets of client wealth, Crista is able to capitalize on underlying efficiencies and remedy possible gaps. This clarity, Crista notes, is instrumental in designing a more direct pathway to client objectives, helping people grow, preserve, and transfer their wealth more effectively.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Crista was a Managing Director and Wealth Manager with First Republic Private Wealth Management. Earlier, she spent 13 years with Wells Fargo Private Bank, where she was a Senior Vice President and Wealth Advisor. Crista's experience also includes six years as a Relationship Manager with Wachovia Wealth Management in New York City. She began her investment career as an Analyst for Callan Associates in 1997. Crista earned her B.A. in Psychology from the University of Richmond and her M.A. in Organizational Psychology from Teachers College, Columbia University.
Active in her community, Crista serves on the board of ArtsWestchester, an organization that supports the arts through education, funding and professional development.
Crista and her husband, BJ, have four daughters. They enjoy spending time on weekends at their home in Vermont, where they like to ski and hike. In her free hours, Crista also likes to play golf.

Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
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