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

3 new ways to give: How effective donors are driving change

October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Markets

Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions

October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
Cybersecurity

5 ways to boost your kids’ fraud prevention savvy

October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
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