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

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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