Nick GilliganNick GilliganVice PresidentWealth Advisor
About Nick
Nick Gilligan is a Vice President at J.P. Morgan Wealth Management.
Nick Gilligan joined J.P. Morgan in 2023. Prior to that, he served as a Private Wealth Advisor at Goldman Sachs (2016-2023), where he specialized in serving high-networth entrepreneurs, individuals and families. Nick began his career as an investment banking analyst with Sagent Advisors in New York, where he developed a skillset in rigorous financial analyses while advising middle market companies on a variety of M&A and capital raise transactions.
With a comprehensive understanding of complex financial landscapes, Nick provides tailored advice to help clients manage risk, achieve their long-term financial goals and preserve their wealth for future generations.
Nick graduated from Amherst College with a B.A. in Economics and later earned his M.B.A. from The Fuqua School of Business at Duke University. Throughout his career, he has cultivated a reputation for integrity, professionalism, and personalized service, earning the trust and respect of his clients.
Nick currently resides in Weston, Massachusetts with his wife, Jessica, and their two sons. He's an avid sports fan and stays active coaching his sons' t-ball, soccer and lacrosse teams on the weekends.
Insights
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October 18, 2024The risks and rewards of a concentrated stock position.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowFourth-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