About David

David Gillis is a Client Associate with J.P. Morgan Wealth Management.

A long-time member of Peter Howe's team, David draws on his capital markets background to deliver institutional caliber investment support for retail and corporate clients.

David oversees trading, settlements, research distribution and sales support for the team. He applies an investigative style to resolve complex issues and individualized projects, drawing on his extensive network of contacts within and outside of J.P. Morgan.

David started his career at Bear Stearns in 1992 after graduating with a Business degree from Bridgewater State College.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.