Maureen WilsonMaureen WilsonVice PresidentWealth Advisor
About Maureen
Maureen Wilson is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
As a founder of The Parvey Wilson Group, Maureen works closely with executives, affluent individuals and families to deliver high-touch services that address a full range of wealth management needs. She taps the global capabilities of J.P. Morgan to help clients navigate retirement planning, education and health care funding, estate planning and concentrated stock/options strategies. Her holistic planning approach—incorporating attorneys, accountants and other specialists—enables her to guide families on the ever-changing needs they experience at each stage of life.
Maureen cares deeply about her clients, both personally and financially and feels the deep-seated relationships she forges with each family are the best part of her role. Her goal is to present a clear vision of an achievable road map that delivers a sense of peace that they are on the right path.
Before joining J.P. Morgan in 2023, Maureen spent a decade at Merrill Lynch as a Vice President, Wealth Management Advisor and Senior Portfolio Advisor. Maureen earned a B.A. from Messiah University. She completed Financial Planning courses through Boston University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Passionate about contributing to her community, Maureen coaches youth sports, volunteers at local organizations and is active in her church. She and her husband and children live in Auburn, Massachusetts.
Insights
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April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
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April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowIs it a golden era for gold?
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April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
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