About Margaret

Margaret Dooley is a Client Associate with J.P. Morgan Wealth Management.

As a member of the Edge Minson Group, Margaret provides operational and client service support for the team's high net worth individuals and families. Margaret manages day-to-day operations of client accounts including preparing financial documents, onboarding procedures, addressing client inquiries, and daily maintenance items.

Margaret graduated from Quinnipiac University with a B.S. in Entrepreneurial and Small Business Operations. She passed the FINRA SIE and holds Series 7 and 66 securities licenses.

Margaret lives in Atlanta with her significant other, Jeff, and Labradoodle puppy, Harper.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(404) 842-4004margaret.dooley@jpmorgan.com