
David SteckerDavid Stecker, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
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

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Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
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US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
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June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
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