Greg McGeeGreg McGee, CFP®Vice PresidentWealth Planning Specialist
About Greg
Greg McGee is a Vice President and Wealth Planning Specialist at J.P. Morgan Wealth Management.
Greg is a member of The Hill Group, a team of highly experienced investment and wealth planning professionals who provide financial guidance to a select number of executives, founders and foundations. He leverages the breadth of J.P. Morgan's extensive platform to customize appropriate strategies for specific client needs.
With over 10 years of experience in financial services, Greg began his career with Brown Brothers Harriman in Boston and joined J.P. Morgan in 2013. He earned his M.B.A. with High Honors from Boston University and holds a B.A. in Political Science and Spanish from Boston College.
Greg currently lives in Arlington, Massachusetts, with his wife and three young children. Outside of work, he enjoys spending time with family and friends, traveling, and trying new restaurants in Boston.
He holds FINRA Series 7 and 66 securities licenses.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Wealth Planning
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May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowRetirement
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May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets and Economy
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May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowMarkets and Economy
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