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

Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?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.