Managing Director Wealth Advisor
Stephanie Zaffos is a Wealth Advisor at J.P. Morgan Private Bank. She works directly with the firm’s clients and their attorneys, helping them implement available strategies aimed at minimizing tax burdens and maximizing the transfer of wealth to future generations. In addition, Stephanie advises clients on various charitable strategies to accomplish their philanthropic goals. Stephanie directs her efforts at helping clients design, implement and administer their charitable and estate planning objectives.
Prior to J.P. Morgan, Stephanie practiced as a tax and estate planning attorney at nationally recognized firms, including Venable LLP, Proskauer Rose LLP, and Katten Muchin Rosenman LLP. Most recently, Stephanie served as a Managing Director at Pathstone Federal Street. Similar to her current role at J.P. Morgan, she focused on developing sophisticated estate plans for ultra-high-net-worth individuals and families, with an emphasis on formulating planning techniques designed to maximize and protect clients’ wealth for subsequent generations.
Stephanie received her Bachelor of Arts in Sociology from the University of California, Los Angeles, and earned a Juris Doctor from the UCLA School of Law with a Tax Emphasis in the Business Law Program.
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