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.
Family Legacy
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
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Outlook
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Outlook
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Family Legacy
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Wealth Planning
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Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily Legacy
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowMarkets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowOutlook
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFamily Legacy
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWealth Planning
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowWealth Planning