Jeff KeadyJeff Keady, CFA®, CFP®Vice PresidentWealth Advisor
About Jeff
Jeff Keady is a Wealth Advisor at J.P. Morgan Wealth Management.
Jeff oversees the management of balanced accounts for select institutional and private clients. His approach is deeply rooted in crafting bespoke investment strategies that align with each client's distinctive financial aspirations.
One of Jeff's significant areas of focus is his unwavering dedication to working with families to help preserve and grow their wealth across generations. His approach, built on a foundation of trust and customized guidance, is aimed at helping them navigate the intricacies of estate planning and intergenerational wealth transfer strategies.
Jeff's pursuit of professional excellence is evident in his commitment to continuous learning and skill enhancement, as reflected by his attainment of several of the finance industry's most esteemed designations. He is a Chartered Financial Analyst® (CFA®), a credential representing his mastery of investment analysis and portfolio management skills.
Further enhancing his knowledge base, Jeff obtained the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, illustrating that he has the comprehensive financial planning knowledge necessary to navigate clients through their complex financial landscapes. He remains at the forefront of industry knowledge and best practices and is known for his integrity and professionalism as he attends to his clients' financial well-being.
Before joining J.P. Morgan, Jeff was at Brown Advisory. Previously, his impressive career trajectory included pivotal positions at Morgan Stanley, Merrill Lynch, and Eaton Vance. These roles have been instrumental in shaping his approach to wealth management and forged his reputation as a trusted advisor in the financial community. He is a graduate of Boston College's Carroll School of Management.
Outside of the office, Jeff and his wife, both Winchester natives, are happy to be raising their two children in their hometown. Their passion for giving back to the community that has shaped their lives is evident in their engagement in various projects and events. This spirit of togetherness and continuity resonates with their personal and professional commitment to family and legacy.
Insights
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