About Beau

Beau Nixon is an Associate and Wealth Advisor at J.P. Morgan Wealth Management.

Beau specializes in serving business owners, founders, and successful families. His passion lies in crafting succession and exit planning strategies.

Prior to joining the firm in 2023, Beau spent three years in advisory capacities at First Republic and Merrill Lynch. Before that, he was a consultant with State Street Global Advisors, helping some of the nation's largest and most successful wealth management teams with portfolio construction and asset allocation strategies.

Beau is genuinely interested in how founders and other business owners define success and their attitudes toward wealth. Drawing from industry research, Beau has developed a proactive exit planning process that accounts for clients' personal, business, and financial objectives. He is well aware of how overwhelming the exit planning process can be for clients, which is why he aims to provide both confidence and clarity, in addition to financial insights.

With a deep understanding of the complexities surrounding business transitions, Beau sets his approach apart by proactively planning well in advance of an exit, unlike many wealth advisors who step in after liquidity events, missing critical planning opportunities.

Beau believes that money is a way for clients to express their values – and that it should be empowering, as well as fulfilling. He enjoys helping clients articulate their goals and, when helpful, shift their mindsets by pointing out ways to satisfy objectives they might not have considered.

Beau earned a B.A. in Economics from Trinity College. When time and weather allow, Beau enjoys playing golf and spending time with his better half, Marisa, in Sagamore Beach, Cape Cod. He also enjoys playing the piano and supporting the Alzheimer's Association.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.