David ReiserDavid Reiser, CFP®, AIF®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Barron's
About David
David Reiser is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the founder of The Reiser Wealth Management Group, he delivers holistic financial planning strategies tailored to the personalized requirements of a wide breadth of clients and their multi-generational families.
David has built his practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance. He acts as a concierge to direct the full resources of the firm toward pursuing customized needs. David works to instill a sense of financial discipline, yet is known for encouraging individuals to spend on meaningful goals. He is committed to managing relationships with the utmost trust and integrity.
Involved in wealth management since 1986, David began his career at Kidder Peabody and continued with the firm through acquisitions by Paine Webber and UBS. Subsequently, he honed his skills at Smith Barney Wealth Management. In 2018, David and his team joined J.P. Morgan, drawn to the firm's entrepreneurial environment, intellectual capital and award-winning research.1 With offices in Miami, New York and Rhode Island, he serves clients across the East Coast and in other areas of the United States.
David is a highly educated wealth partner with strong capabilities across a multitude of important disciplines: B.S. in BioMechanical Engineering from Rensselaer Polytechnic Institute; M.B.A. from the Rensselaer Lally School of Management; M.S. in Financial and Estate Planning from the College for Financial Planning; CERTIFIED FINANCIAL PLANNER® (CFP®) accreditation; Accredited Investment Fiduciary® (AIF®).
David is the co-author of: Letters from Home: A Wake-Up Call for Success & Wealth (Wiley, 2010), and Wealthbuilding: Investment Strategies for Retirement and Estate Planning (Wiley, 2002). David and his wife, Andrea, are residents of Greenwich, Connecticut. They are the proud parents of four sons, including a set of twins.
1Source: Institutional Investor, 2023.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now