
Alexandra FinnellAlexandra FinnellBusiness Management Specialist
About Alexandra
Ally Finnell is a Business Management Specialist at J.P. Morgan Wealth Management.
As a member of The MP Group, she provides management and problem-solving for high-net-worth individuals and families, corporate executives and institutional investors. Ally's responsibilities include executing trades, monitoring transactions, addressing inquiries and coordinating the operational aspects of the team. She serves as a dedicated resource for all client concerns.
Ally graduated from Fairfield University with a B.S. in Finance. She began a career at J.P. Morgan over 15 years ago where she has gained valuable relationship management experience and is vital to the success of her group.
Active in her community, Ally volunteers as a Room Parent at her children's school and serves as the Co-Chair for the school's fundraising effort. She and her husband, Gavin, live on the South Shore with their three kids and spend their free time skiing in the winters and spending summers on the Cape.
She holds SIE and FINRA Series 7 and 66 securities licenses.
Insights

When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now