Awards and Industry Recognition
David Stecker is an Executive Director and Wealth Manager at J.P. Morgan Wealth Management.
He brings more than 25 years of advisory experience to a loyal clientele that spans generations and the nation's geography.
David's care and consideration are at the heart of his guidance he provides. Since launching his career in 1995, he has delivered a highly personal, planning-based approach informed by his rigorous training at New York University as a CERTIFIED FINANCIAL PLANNER™(CFP®) certificant. In his role, David provides holistic multi-generational planning supported by his extensive knowledge of tax planning, estate planning, portfolio construction and risk management.
David's greatest professional fulfillment comes from the relationships he has cultivated with clients and the trust he has earned. His ability to hear "what is not being said" and focus on "behavioral finance" allow him to explore topics with clients that may be sensitive and hard to discuss. These conversations often lead to insights for estate planning, tax planning, exit and succession planning, and charitable planning strategies.