
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.

What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
