Nov 16, 2020
Rhonda E. Potter, CFA, CFP is a High Net Worth Client Advisor in the Atlanta office at J.P. Morgan Private Bank. In this role, she is responsible for delivering advice and solutions across investments, estate planning, credit, and banking to help clients build, preserve, and manage their wealth over time.
Prior to joining J.P. Morgan, Rhonda was a Wealth Manager at BNY Mellon Wealth Management for 12 years. In this role, she was part of a team managing over $3 billion in assets for individuals, multi-generational families, and select institutions.
The purpose for this episode is to destroy the myth that the wealthy has different investing habits or tricks. Neighbors, my guest Rhonda and I are about to go through 4 investing habits that high net worth people are using. And spoiler alert, these are the same habits you can start implementing today.