Stanley ChanStanley ChanClient Associate
About Stanley
Stanley Chan is a Client Associate at J.P. Morgan Wealth Management.
As a member of the Fagan, Boshart & Trumbull Wealth Management team, Stanley provides customer service and operational support for sophisticated clients and high-net worth individuals and families. Stanley's responsibilities include fund transfers, monitoring transactions, maintaining account records and handling ad hoc requests. He serves as a dedicated resource for all client concerns.
Stanley joined J.P. Morgan in 2025. He graduated from Boston College with a B.S. in Chemistry.
Born in Hong Kong, Stanley grew up surrounded by many cultures, enabling him to learn and speak English, French, Mandarin and Cantonese. He hopes to travel the world—one country at a time—and to perhaps sail around it, too, having raced in the historic Newport to Bermuda Race in 2024. Outside of work, Stanley loves swimming, sailing and reading.
Insights
Wealth Planning
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Wealth Planning
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Wealth Planning
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Wealth Planning
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November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowWealth Planning
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December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowBusiness Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowCybersecurity
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
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