Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

About David

David Stecker is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

David brings over 25 years of advisory experience to a loyal clientele that spans generations of successful families. He guides them through a wide range of issues, including tax and estate planning, portfolio construction and risk management.

His care and consideration, supported by extensive knowledge of comprehensive planning and capital markets, are at the heart of the strategies he designs. Having earned the CERTIFIED FINANCIAL PLANNER® designation from New York University, David is a highly qualified sounding board for clients' complex challenges.

David has a talent for listening to the nuances of each individualized scenario and exploring topics that may be sensitive and difficult to discuss. Being viewed as a trusted partner along his client's wealth journey provides him with a tremendous sense of professional purpose and pride. Before joining J.P. Morgan via First Republic Private Wealth Management, David spent 20 years as a Senior Wealth Advisor at Citigroup in New York City. He graduated with honors from the Zicklin School of Business at Baruch College and holds a B.S. in Finance.

David and his wife, Ariana, live with their two sons in Boca Raton. They are passionate about their community and give their time and resources to various local philanthropic endeavors, striving to make an impact wherever possible.

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

Insights

Wealth Planning

A historical look at Giving Season

October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning

Planning finances for a blended family

October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
Fraud

Helping your elderly and vulnerable loved ones avoid the scammers

October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
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