Machelle ReedMachelle ReedClient Associate
About Machelle
Machelle Reed is a Client Associate at J.P. Morgan Wealth Management.
An important member of the team, Machelle provides excellent administrative and detailed customer support for high-net-worth individuals, athletes and successful professionals. Her responsibilities include money and asset movement and coordinating operational day-to-day processes.
Machelle attended Kennesaw State University, majoring in Accounting. With over two decades of experience in financial services, she began her career in 2005 at Ameriprise Financial.
Services as a Financial Advisor. She then moved to Wells Fargo Advisors, Morgan Stanley and J.P. Morgan, where she acquired skills to carefully address individual clients' needs. She holds the FINRA Series 7, 31 and 66 securities licenses.
Born and raised in Atlanta, Machelle lives in Ball Ground and enjoys fishing and other outdoor activities with her husband, Jay, two daughters, and two perfect grandchildren.
Markets and Economy
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Outlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
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Wealth Planning
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Wealth Planning
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Wealth Planning
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Markets and Economy
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Banking
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Cybersecurity
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Markets and Economy
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Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowOutlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowWealth Planning
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowMarkets and Economy
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowBanking
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowCybersecurity
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowMarkets and Economy