Andrew ConleyAndrew Conley, CFP®, CIMA®Vice President, Wealth Planner
About Andrew
Andrew Conley is a Vice President and Wealth Planner covering the Central Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
A CERTIFIED FINANCIAL PLANNERTM professional and Certified Investment Management AnalystTM, Andrew focuses on each client's holistic requirements, delivering comprehensive strategies to care for the entirety of their needs. Utilizing a goals-based approach, he employs a planning framework to develop a customized blueprint to help his clients meet present and future financial objectives. Andrew serves as an experienced resource to address clients' educational and retirement needs along with other personal wealth management considerations.
Before joining J.P. Morgan Wealth Management, Andrew was at Huntington Bank, where he helped clients with various topics related to all aspects of financial planning. He also served in client-facing roles at TIAA and Nationwide Insurance. Over the last 18 years, he has built a reputation as a successful advisor and consultant for high-net-worth families.
Andrew graduated from Pace University's Lubin School of Business with a B.S. in Business Administration and has an M.B.A. from Ohio Dominican University. He lives in Columbus, Ohio, with his wife and two children.
Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors
Insights
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
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October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowPreparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read Now