Maureen WilsonMaureen Wilson, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Maureen
Maureen Wilson is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a founder of The Wilson Group, Maureen works closely with executives, affluent individuals and families to deliver high-touch services that address a full range of wealth management needs. She taps the global capabilities of J.P. Morgan to help clients navigate retirement planning, education and health care funding, estate planning and concentrated stock/options strategies. Her holistic planning approach—incorporating attorneys, accountants and other specialists—enables her to guide families on the ever-changing needs they experience at each stage of life.
Maureen cares deeply about her clients, both personally and financially, and feels the deep-seated relationships she forges with each family are the best part of her role. Her goal is to present a clear vision of an achievable road map that delivers a sense of peace that they are on the right path.
Before joining J.P. Morgan in 2023, Maureen spent a decade at Merrill Lynch as a Vice President, Wealth Management Advisor and Senior Portfolio Advisor. Maureen earned a B.A. from Messiah University. She completed Financial Planning courses through Boston University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Passionate about contributing to her community, Maureen coaches youth sports, volunteers at local organizations and is active in her church. She lives in Auburn, Massachusetts with her husband and children.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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