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 PLANNER® professional andCertified 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.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

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

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.