Nancy MarchandNancy MarchandWealth Advisor
About Nancy
Nancy Marchand is a Wealth Advisor at J.P. Morgan Wealth Management.
As an Advisor on the Fagan, Boshart & Trumbull Wealth Management Team, Nancy partners with entrepreneurs, executives, multi-generational families, endowments and foundations, offering steady leadership and helping them achieve their financial objectives. In addition to providing thoughtful allocation advice across global capital markets, clients also look to Nancy for her ability to listen, understand, and execute on intentions that extend beyond the quantitative aspects of stewarding wealth.
Prior to joining J.P. Morgan, Nancy spent five years as a Private Wealth Advisor at Goldman Sachs, where she addressed the investment and legacy-planning needs of ultra-high-net-worth clients. She began her career with Goodwin Procter in Boston in private equity and private investment funds.
Nancy earned her MBA in Finance, magna cum laude, from the Babson F.W. Olin Graduate School of Business and her B.A. in Psychology from Vanderbilt University. She is a graduate of the Middlesex School in Concord, Massachusetts.
Nancy and her husband Nate live in Milton with their young daughter. They enjoy spending time together in New Hampshire at Newfound Lake or Ragged Mountain and regularly visit Nancy's family farm in Illinois, where her family cultivates corn and soybeans and raises Black Angus cattle.
Insights
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October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
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October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
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One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now