Cristina Dwyer
Associate, Wealth Planning & Advice
Cristina Dwyer is an associate on J.P. Morgan Wealth Management's Wealth Planning and Advice team. Cristina and her team are responsible for wealth planning, thought leadership and strategic planning for individual clients. This group of former practicing lawyers and CERTIFIED FINANCIAL PLANNERS® works directly with clients and their tax and legal advisors to provide experience in estate and tax planning strategies, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post-transactional planning, concentrated position management and other personal planning strategies. The team provides internal training to the J.P. Morgan Wealth Management sales force on these topics and also creates content for distribution to the public.
Previously, Cristina worked in the J.P. Morgan Wealth Management Content team. In this role, she was responsible for synthesizing J.P. Morgan’s economic and market views for clients and advisors. Before joining J.P. Morgan, Cristina was an Associate in the Investment Manager Research team at First Republic Bank. She focused on creating economic, investment and financial commentaries in the office of the Chief Investment Officer for clients and wealth managers.
Cristina earned a Bachelor of Arts in English Literature and a minor in Chinese Language and Culture from Wake Forest University. She is from Miami, Florida.
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