Kerry Ugarte

Kerry Ugarte is a Wealth Advisor, advising clients in areas of wealth planning and preservation, such as managing their wealth and passing the wealth on to family or charity in a tax-efficient manner. Kerry began her career as a management consultant with a global consulting firm and then became an estate planning attorney. Prior to joining J.P. Morgan, Kerry was a shareholder at Graves Dougherty Hearon& Moody in Austin, Texas. There she helped clients design and implement estate planning and wealth transfer solutions. She joined J.P. Morgan Private Bank in 2014 as a Wealth Advisor for Central Texas. Kerry is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She serves on several non-profit boards in the Central Texas community. Kerry received her undergraduate B.B.An in Honors Business and B.A. in Plan II from the University of Texas. She also received her M.B.A. and J.D. from The University of Texas.