About Ko

Ko Dong is a Senior Client Associate with J.P. Morgan Wealth Management.

As an integral member of The Parvey Wilson Group, Ko coordinates administrative and operational activities in support of the team's client base of affluent individuals, families and executives. She is passionate about her team's success and exhibits an extreme level of care toward each client's outcome. Her teammates describe Ko as one of the most humble people you could ever meet. She has a talent for languages and speaks quite a few.

Ko's 16-year career in financial services includes several years at Merrill Lynch.

Outside the office, Ko looks forward to spending time with her grandchildren.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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