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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October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now5 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 NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now