Kellen MacDonaldKellen MacDonald, CRPC®Vice PresidentWealth Advisor
About Kellen
Kellen MacDonald is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
With more than a decade of wealth management experience, Kellen is keenly aware of the opportunities and challenges inherent in effectively growing, preserving and transferring substantial assets. He implements customized wealth management strategies designed with each individual's specific needs and aspirations in mind.
A Chartered Retirement Planning CounselorSM, Kellen enjoys helping clients develop their own vision of success, and values building relationships to last for— and transcend—generations. He couples the resources of his integrated team with J.P. Morgan's global capabilities to proactively ensure that individuals stay on track to achieve their important goals.
Kellen and his team joined J.P. Morgan Wealth Management in 2023, after he served as a Vice President and Wealth Manager at First Republic since 2018. He previously worked at Merrill Lynch as a Private Wealth Analyst, and at Morgan Stanley as a Financial Planning Associate.
Kellen earned a B.A. in Economics from Boston College, where he competed as a member of the NCAA Division I Track & Field team. He holds FINRA Series 7 and 66 securities licenses.
Insights
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now
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June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read NowHow you can pass down the family vacation home
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