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.

Retirement

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 Now
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

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 Now