Neil MehraNeil Mehra
Executive Director

"I leverage the wide array of resources available to me at J.P. Morgan, receiving fundamental and technical insights concerning the markets from subject-matter professionals."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024

About Neil

Neil Mehra is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He delivers comprehensive wealth management advisory services to a select group of clients, including high-net-worth individuals, corporate executives, retirees, small business owners and foundations. Over the course of more than 28 years of professional services, he has built strong, meaningful relationships with each of his valued clients.

Neil's focus on client relationships enables him to maintain a consistent approach while delivering value; he has experience in goal planning, client portfolio counseling, construction and management. In addition to wealth management and retirement planning, Neil's knowledge includes 10b5-1 plans, 401(k) plans and foundation investment management. To add to his inherent worth, Neil leverages the wide array of resources available to him at J.P. Morgan, receiving fundamental and technical insights concerning the markets, as well as administrative support, from subject-matter professionals.

Neil is a fundamentals-based investor who is well versed in portfolio construction using both fixed income and equities. He manages both discretionary and non-discretionary portfolios. He designs tailored portfolios around growth, capital preservation and income needs, and makes portfolio decisions after performing his own research and consulting with analysts at J.P. Morgan.

Being an experienced leader in the financial services industry, Neil has honed his understanding, empathy and practical problem-solving skills in order to provide a high degree of personalization. He studied radio, television and film at The University of Texas at Austin, and Business Management at Boston University. Neil is a working blues guitarist, a classically trained violinist and a member of the American Federation of Musicians. He also participates in fundraising for the Dana Farber Cancer Institute. Neil resides in Medfield with his wife, son and daughter, and enjoys golfing, cycling, tennis, running and chess.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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