Juvillee PiccicaccoJuvillee PiccicaccoVice PresidentInvestment Associate
About Juvillee
Juvillee Piccicacco is a Vice President and Investment Associate with J.P. Morgan Wealth Management.
As a member of the Urquidi Wealth Management Group, Juvillee provides a high-quality level of administrative and operational service to high-net-worth clients and private business owners. Her ongoing priority is to build strong and trustworthy relationships and to ensure that each individual receives the utmost client experience.
Juvillee has over 25 years of industry experience, both in the domestic and international sectors. This work abroad and in the U.S. has given her an ample view of client needs overall. Her responsibilities include onboarding procedures, executing trades, monitoring transactions and all administrative duties.
Juvillee graduated with an Associate's degree in Business Administration and Accounting from Miami Dade College. Prior to joining J.P. Morgan, she was a private banker at HSBC Argentina. After moving back to the U.S., Juvillee worked at HSBC USA and Wells Fargo Advisors as an International Registered Client Associate, where she gained valuable relationship management experience. She holds FINRA Series 7 and 63 securities licenses and Life, Health & Variable Annuities License.
Juvillee lives in The Hammocks with her husband and son, and in her free time enjoys participating in outdoor activities, dancing, grilling and traveling.
Insights
Eye on the market: Cicadian rhythms
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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now