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
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Planning for your child becoming an adult
November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
J.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read Now
Understanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowPlanning for your child becoming an adult
November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowJ.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read NowUnderstanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now