John McPheeJohn McPhee
Managing Director
Wealth Partner

"I provide customized investment and wealth planning strategies to high-net-worth individuals, corporations, small business owners, charitable organizations and family foundations."

Awards and Industry Recognition

Forbes

America’s Top Wealth Management Teams
2023 • 2022
Top Wealth Management Teams Best-In-State
2024 • 2023
Top Wealth Advisors Best-In-State
2024

About John

John McPhee is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

John is a founding member of The McPhee Haggerty Ledoux Longmire Group and focuses on providing wealth management and liquidity strategies for corporate and venture clients.

John has more than 25 years of experience in the financial services industry and joined J.P. Morgan after a 17-year career at Leerink Partners, a dedicated healthcare investment banking firm. During that time, he was a Senior Managing Director working across multiple verticals of the firm, including head of the firm's wealth management, corporate and venture service group. John was also instrumental in launching the firm's middle market institutional sales and trading division.

A graduate of Bentley University, John holds a B.S. in Finance. He resides in Milton, Massachusetts with his wife, Eleicea, his daughter, Blake, and son, James. John remains active in his community by working with the Big Brothers Big Sisters organization, the National Braille Press, and the James McPhee Foundation. In his spare time, he is an avid fisherman and coach for his kids' athletic teams.

Insights

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?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.