Melodie GardinerMelodie GardinerClient Associate
About Melodie
Melodie Gardiner is a Client Associate with J.P. Morgan Wealth Management, and supports The Lang Group.
With more than two decades of experience in the financial services industry, her responsibilities include the coordination of the team's operational activities and management of the client service process. She coordinates team procedures for account opening and account reconciliation, executes trades and ensures personalized attention to the many everyday tasks that foster strong relationships with clients.
Prior to joining J.P. Morgan, Melodie was a Sales Assistant at Gruntal and Company. She graduated from the University of Massachusetts, Amherst.
In her free time, Melodie volunteers at her local animal shelter, and enjoys boating, camping, hiking and spending time on the beach with her family. She lives with her husband just south of Boston.
Insights
Outlook
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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
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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
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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
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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