Okita Sevi is a Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. Her responsibilities include investment planning as well as retirement and college planning. She also has an extensive background in providing commercial and residential lending services, along with commercial and personal banking.
Okita joined J.P. Morgan Securities in 2013 with the team. Previously, she spent 11 years as a Senior Private Client Manager in the Global Wealth Management division of Bank of America, where she provided financial guidance to high-net-worth clientele. In 2010, Okita brought her experience in planning, lending and investing to Merrill Lynch, where she joined the SKS Group.
Okita received a B.S. in Business Management and Marketing from Tirana University in Tirana, Albania. She received certification as a Financial Planner from Boston University in 2008. Okita lives in Westwood, Massachusetts, with her husband and their two sons. Outside of the office, Okita enjoys spending time with her family, world travel, playing volleyball and swimming.
Registered States: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY