Michael D’AmelioMichael D’AmelioRelationship Manager
About Michael
Michael C. D'Amelio is a Relationship Manager with J.P. Morgan Wealth Management.
As a member of The Botta McCarron Group, he provides client service and operational support for institutional clients and high-networth individuals. Michael's responsibilities include executing trades, addressing inquiries and monitoring transactions. He works diligently to deliver an excellent customer experience.
Michael graduated from Babson College with a B.S. in Finance and Economics. With 19 years of experience in financial services, he began his career in 2001 at Bear Stearns as a Sales Associate and then moved to Morgan Stanley, where he gained valuable relationship management experience. Michael joined J.P. Morgan in 2017 and is vital to the success of his team. He holds FINRA Series 7, 63, and 65 licenses.
Active in his community, Michael volunteers for his children's youth sports programs. He lives in Lynnfield, MA, and in his free time, enjoys golfing and spending time with his wife, Danielle, and two children, Michael and Gabriella.
Insights
Outlook
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Wealth Planning
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Wealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowOutlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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