Kara Grady BoudreauKara Grady BoudreauExecutive DirectorWealth Advisor
About Kara
Kara Grady Boudreau is an Executive Director and Wealth Advisor with over 32 years in the money management business.
Her clientèle includes labor unions, corporate executives, business owners and multigenerational families. She and her Client Service Associate, Kara Donovan, work closely with each client to determine their unique goals, risk tolerance and time horizon with regard to their investments. They then make strategic asset allocations and tailor investment plans that strive to meet their clients' unique needs and goals. Kara and Kara rely on a service-based model while taking advantage of J.P. Morgan's global resources to benefit clients' investment portfolios.
Kara earned her B.A. in English from Boston College. She began her career as a Financial Advisor at Merrill Lynch from 1988-1992. She subsequently moved to Smith Barney (1992-1998) and Credit Suisse (1998-2003). Prior to joining J.P. Morgan in February of 2012, Kara was a Financial Advisor for 9 years at UBS.
Kara and her husband, Richard Hurd, split their time between their homes in South Dartmouth, MA and Naples, FL. She is an active member on the Council for Women at Boston College, and the Executive Committee of Boston's Campaign for Catholic Schools.
Insights
5 things on the horizon for 2025
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December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
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What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
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Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now