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 financial 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
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now