Abby FitzgeraldAbby Fitzgerald, CFP®AssociateInvestment Associate
About Abby
Abby Fitzgerald is an Associate and Investment Associate at J.P. Morgan Wealth Management.
As a member of The McPhee Haggerty Ledoux Longmire Group, Abby provides holistic financial planning and interdisciplinary support for highnet-worth families. Her responsibilities include goals-based analysis, cash flow modeling and educating clients on various planning strategies. She works closely with advisors and clients to provide guidance that considers the different aspects of each client’s financial picture, serving as a resource for both short- and long-term financial needs.
Abby joined J.P. Morgan in 2023 after beginning her financial services career in 2021 at Goldman Sachs & Co., LLC, where she served as a Financial Planner. Abby earned a B.B.A. in Finance from The George Washington University and is a CERTIFIED FINANCIAL PLANNER® professional.
Abby grew up in Cohoes, New York, and currently lives in South Boston. Outside of the office, she enjoys staying active, visiting friends in different cities, reading and cooking.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Family Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Retirement
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Retirement
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now
Markets and Economy
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read Now
Markets and Economy
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
Markets and Economy
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
Retirement
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
Family Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
Markets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read NowFamily Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowRetirement
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read NowMarkets and Economy
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowMarkets and Economy
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowMarkets and Economy
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowRetirement
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowFamily Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read NowMarkets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read Now
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