Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2023

About Justin

Justin Merola is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

As the group's co-founder, Justin has helped CEOs, business owners and generations of wealthy families brighten their financial pictures and outlooks with specialized guidance surrounding liquidity events and other critical decision points.

Prior to joining J.P. Morgan with his colleagues in 2023, Justin held senior advisory positions at First Republic, Merrill Lynch and UBS. He began his career at Morgan Stanley in 2005.

Dedicated to being a consistent presence in clients' lives, Justin believes that a solid wealth management strategy begins with each client's vision of the future for themselves, their families, and enterprises. He recognizes that while many clients are financially astute and forward-thinking, they typically lack the time and resources to effectively manage their wealth.

Justin grew up in a blue-collar family and watched his grandfather and father run separate family businesses. Witnessing their hard work and the challenge of creating personal wealth, Justin set his sights on college and gaining financial skills – ultimately graduating from Northeastern University with a B.S.B.A. with a dual concentration in Finance and Management.

"Leveraging the breadth and depth of J.P. Morgan, its open architecture and the efforts of specialists we've known for years, we help clients seize timely opportunities, and plan thoroughly – and thoughtfully – for situations they anticipate and those they don't. Clients come to us for the rigor, skills and attention they might find in a family office style environment. Each of us is proud to put clients' wealth to work and minds at ease. Our efforts can make a real impact on families and society for years to come."

Justin stays active with his alma mater, after serving as a board member of the Northeastern University Alumni Association. He also supports Notre Dame High School in West Haven. An avid tennis player, Justin resides in Southborough, Massachusetts with his wife, Kristina, and their two sons, one a freshman at Bryant College.

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.