Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

About David

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.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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