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
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now