Shirley Yao

Executive DirectorPrivate Client Advisor

CONNECT WITH Shirley meet my team

2430 Highway 6Sugar Land, TX 77478

281-575-0778

shirley.yao@jpmorgan.com

Awards and industry recognition

Forbes
Top Women Wealth Advisors Best In State
2026 | 2025 | 2024

About
Shirley

Work 1:1 with Shirley

Meet our team

Shirley Yao
Executive DirectorPrivate Client Advisor
281-575-0778
CONNECT WITH Shirley
Kayla Ventura
Private Client Investment Associate
281-269-7314
kayla.ventura@jpmorgan.com

Specialist resources

Sarah Daya
Managing Director Central Lead Wealth Planning and Advice
312-580-4033
sarah.daya@jpmorgan.com
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Elizabeth Nam
Managing Director Family Engagement and Governance
elizabeth.nam@jpmorgan.com
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Patrick Raftery
Executive Director Life Insurance Specialist
847-736-5469
patrick.raftery@jpmorgan.com
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Brandon Tripodi
Vice President Alternative Investments Specialist
212-464-5818
brandon.tripodi@jpmorgan.com
View profile

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Disclosures

Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/04/26) Data as of 09/30/25. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures