Robert C. TrumbullRobert C. Trumbull
Vice President
Wealth Advisor

"I love what I do. Helping our clients articulate and chart a course to achieve their financial goals is incredibly rewarding. We have the team, expertise and resources to serve as our clients’ trusted advisor."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023

About Robert

Robert C. Trumbull is a Wealth Advisor at J.P. Morgan Wealth Management.

As a partner of Fagan, Boshart & Trumbull Wealth Management, Rob serves high-net-worth individuals and their families, providing holistic wealth planning and advisory services to enable them to achieve their financial goals.

Rob leverages his 20 years of asset management and Exchange Traded Fund (ETF) experience to provide strategies that integrate the entirety of each client's financial picture. He harnesses the power of the team's complementary backgrounds as well as the depth of resources across J.P. Morgan to help clients pursue their individualized goals. His ability to form trustworthy relationships is invaluable when advising families of substantial wealth.

Rob is passionate about giving back and launched the team's Financial Literacy for Youth (FLY) initiative in 2019 which provides financial literacy education to underprivileged individuals and communities throughout greater Boston.

Prior to joining J.P. Morgan, Rob was a Managing Director at State Street Global Advisors and Head of Americas Institutional ETF Sales. He earned his MBA in Global Management from Babson College and also holds a B.A. in Economics from Rollins College.

Rob and his wife live in Weston, MA, with their two young children. He currently serves as a Trustee for the Middlesex School as well as Chair of the Board of Ambassadors and Trustee for the New England Aquarium. Outside of work, Rob is an avid golfer and enjoys playing both competitively and for fun.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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