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
Wealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Retirement
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Markets
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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
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Family Legacy
The value of family engagement and governance in wealth planning
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Family Legacy
Family wealth services: Building in a more holistic approach to wealth management
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Family Legacy
How to successfully gift to heirs
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Outlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowWealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowRetirement
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowMarkets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
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