Samir MahatSamir MahatClient Associate
About Samir
Samir Mahat is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Corbett, Mason, and Warren Group, she provides operational and customer service support for sophisticated clients and high-net-worth individuals and their families. Samir's responsibilities include executing trades, addressing inquiries, and monitoring transactions. She recognizes the critical nature of her forward-facing role.
Samir graduated from Suffolk University with a Bachelor's degree and with six years of experience in financial services, she started her career in 2016. Samir joined J.P. Morgan and the team in 2019. She holds FINRA Series 6, 7 and 63 securities licenses. Outside of the office, Samir likes to spend time with her family and friends and try new restaurants.
Insights
Wealth Planning
Planning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read Now
Wealth Planning
New year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Wealth Planning
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Retirement
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read Now
Investing
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read Now
Investing
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read Now
Markets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Wealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
Wealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowWealth Planning
Planning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read NowWealth Planning
New year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowWealth Planning
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowRetirement
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowInvesting
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowInvesting
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowMarkets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowWealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.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.