Taylor MassonTaylor MassonSenior Client Associate
About Taylor
Taylor Masson is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Price Keady Group, he provides administrative and operational support for high-net-worth individuals. Taylor's responsibilities include account maintenance, onboarding procedures and executing transfers. He serves as a dedicated resource for all client concerns.
Taylor earned an M.B.A. from Suffolk University's Sawyer Business School. He graduated summa cum laude from the New England College of Business with a B.B.A. in Banking and Financial Support.
With ten years of experience in financial services, Taylor began his career in 2014 at Cape Cod Five as a banker. He then moved to New York Life, Charles Schwab and Oppenheimer where he worked in various wealth management roles.
Taylor is a native of Cape Cod and now lives in Saugus with his fiancée, Teaghan, and their Corgi, Chutney.
Insights
Outlook
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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 NowMarkets
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 NowCybersecurity
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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 NowWealth Planning
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June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowBusiness Planning
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
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June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowWealth Planning
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June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowBusiness Planning
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