Zach MullaneyZach MullaneySenior Client Associate
About Zach
Zach Mullaney is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Price Keady Group, Zach provides customer service and administrative support for the high-net-worth individuals and families served by the team. His 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 joined J.P. Morgan in 2023 after gaining valuable experience as a Client Associate at Fidelity Brokerage Services LLC. He graduated from Bentley University with a B.S. in Finance and holds the FINRA Series 7 and 66 securities licenses.
Zach resides in Woburn with his wife, Allie Jo, and loves spending time with friends and family. An avid traveler, he maintains an active lifestyle through hiking, skiing and weight training.
Wealth Planning
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Family Legacy
Selecting the right assets to give to charity
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Retirement
How to manage financial goals during retirement
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Wealth Planning
Providing for your loved ones during your lifetime
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Markets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Markets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
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Markets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
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Family Legacy
6 practices to help you navigate family dynamics during the holidays
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Investing
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
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When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowFamily Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting