David SteckerDavid Stecker, CFP®, AIF®Executive DirectorWealth Advisor
About David
David Stecker is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
David works closely with an accomplished clientele, providing them with the perspective, advice and one-on-one attention to support their aspirations and deploy their wealth with greater purpose. To each of these relationships, David offers diligence and responsiveness that underscore his work ethic.
He advises a limited number of clients by design and takes the time to know clients intimately, being sensitive to the challenges that can characterize significant wealth—both said and unsaid. David believes the clients in his care rest more easily knowing he is overseeing their financial affairs.
Clients from many paths engage David's advice, including entrepreneurs, founders, executives and professional investors. He serves as a single, reliable resource for any financial need—fulfilling those priorities himself or connecting clients to his wider network of subject matter experts.
With more than 25 years of wealth-management experience, David applies the acumen he has gained from advising a sophisticated clientele whose needs include tailoring a wealth plan, customizing tax-sensitive portfolios, preparing clients for upcoming liquidity event planning and helping families navigate sensitive wealth dynamics.
David joined J.P. Morgan in 2023 from First Republic Private Wealth Management. Earlier in his career, he spent more than 20 years as a Senior Wealth Advisor at Citigroup in New York City. He earned his B.S. in Finance cum laude from the Zicklin School of Business at Baruch College. Committed to professional excellence, he holds the CERTIFIED FINANCIAL PLANNER® designation and the Accredited Investment Fiduciary® designation.
David and his wife, Ariana, live in Boca Raton and are very proud of their two sons. Eager to give back to their community, they are active in local philanthropies. In his free time, David enjoys cycling, fishing and golf.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredite Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
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March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now