- Wealth Management Experience Since 1998Miranda Holmes is a Senior Managing Director, West Coast Regional Team Lead and Advanced Planner with J.P. Morgan Wealth Management. Ms. Holmes joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023 and has over 20 years of experience consulting with high- and ultra-high-net-worth clients and their families on executive compensation and benefit planning, concentrated stock positions, private equity and venture capital interests, the formation of family entities, closely held businesses, gifting strategies and other multi-generational wealth transfer planning. Additional guidance for clients includes income and cash flow planning, estate planning, philanthropic planning, and the implementation of risk management solutions. Prior to joining First Republic in 2012, Ms. Holmes was a Director and Senior Private Planner at UBS Financial Services from 2006 to 2012, Wealth Planning Specialist at Wells Fargo from 2005 to 2006, Financial Planning Specialist at Merrill Lynch from 2000 to 2005, and a Financial Planner at Prudential Financial Planning from 1999 to 2000.
- Community InvolvementActive in her local community, Ms. Holmes is a Past President of the San Francisco Estate Planning Council and a member of the Financial Planning Association.
- Professional DesignationMs. Holmes is a CERTIFIED FINANCIAL PLANNER™ certificant, and holds her Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered Retirement Planning Counselor℠ designations.
- EducationShe earned her Bachelor of Fine Arts degree in Theatre with honors from the University of California, Santa Barbara.
Check the background of the firm and its investment professionals on .