Valene Samuels

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management @ J.P. Morgan

About

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals. I have over 8 years of experience in financial services. Prior to this role, I was a Wealth Relationship Manager at Citi and joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 66, life & health insurance licenses. I graduated from CUNY- Lehman College with a Bachelor's degree in Accounting. I can help with your many financial needs, including: • Creating a strategy toward your financial goals • Checking in on your investment portfolio • Planning for retirement on your terms • Identifying investment opportunities and staying up to date on market movements • Balancing many goals, such as retirement and education

Country

United States

City

New York

Industry

Financial Services

Skill

Experience

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management

J.P. Morgan

2024-4 - Present · 2 yrs 6 mos

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