Ann ReganAnn ReganClient Associate
About Ann
Ann Regan is a Client Associate with J.P. Morgan Wealth Management. As a member of The Ledoux Group, she provides customer service and operational support for high-net-worth individuals (and their families) and sophisticated clients. Ann’s responsibilities include onboarding procedures, fund transfers and addressing inquiries. She works diligently to deliver an excellent customer experience. Ann graduated from College of the Holy Cross with a B.A. in Economics. With over 20 years of experience in financial services, she began her career in 1979 at BayBank Harvard Trust Company as a Securities Trader, and then moved to Smith Barney & Co., Homas, McGraw, Trull, Valeo & Company, Inc., then Bear Stearns & Co., where she built a reputation for attention to detail. In 2008, Ann joined J.P. Morgan, where she is an integral member of the team. She holds FINRA Series 7 and 63 licenses. Active in her community, Ann volunteers at the Pine Street Inn, an organization that provides emergency shelter services to Boston’s homeless population. She lives in Natick, and in her free time enjoys participating in outdoor sports with her husband and friends.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
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June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now