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
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
A historical look at the giving season
September 9, 2026The 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 Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowA historical look at the giving season
September 9, 2026The 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 NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now