Executive Director, Wealth Advisor, J.P. Morgan Private Bank
Kerry Ugarte is a Wealth Advisor at J.P. Morgan Private Bank in Central Texas. With experience as an estate attorney and business consultant, she helps executives, business owners and their families manage their wealth to achieve the future they envision.
Kerry sees herself as a shepherd for her clients’ lifetime and legacy objectives. This means playing a central role in their team of legal and financial professionals, and maintaining close, long-term relationships to help them stay on track as their situations and goals evolve. In particular, her clients appreciate Kerry’s ability to translate complex estate planning procedures and wealth transfer strategies into language they can easily understand and act on with confidence. A successful professional, engaged community member and mother of three herself, Kerry has a deep respect for family and an intuitive understanding of her clients’ desire to make a lasting impact with their wealth.
Kerry joined J.P. Morgan Private Bank in 2014. Prior to that, she practiced law as a trusts and estates attorney in Austin. Kerry has undergraduate degrees in Plan II and Business from The University of Texas, where she also earned her M.B.A. and law degree. She is board certified in estate planning and probate law by the Texas Board of Legal Specialization.
She can be reached by email at [email protected].