About Zach

Zach Mullaney is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of The Reiser Wealth Management Group, he provides customer service and administrative support for high-net-worth individuals and families. Zach's responsibilities include preparing financial documents, distributing research, and coordinating the operational aspects of the team. He works diligently to deliver an excellent customer experience.

Zach graduated from Bentley University with a B.S. in Finance. With 2 years of experience in financial services, he began his career in 2021 at Fidelity Investments as a Client Associate. He joined J.P. Morgan in January of 2023 and holds FINRA Series 7 and 66 securities licenses.

Zach currently lives in Westwood, Massachusetts. Outside of the office, he enjoys spending time with his family and friends, traveling, staying active in the gym, and skiing.

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now