Neil MehraNeil MehraExecutive Director
About Neil
Neil Mehra is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He delivers comprehensive wealth management advisory services to a select group of clients, including high-net-worth individuals, corporate executives, retirees, small business owners and foundations. Over the course of more than 28 years of professional services, he has built strong, meaningful relationships with each of his valued clients.
Neil's focus on client relationships enables him to maintain a consistent approach while delivering value; he has experience in goal planning, client portfolio counseling, construction and management. In addition to wealth management and retirement planning, Neil's knowledge includes 10b5-1 plans, 401(k) plans and foundation investment management. To add to his inherent worth, Neil leverages the wide array of resources available to him at J.P. Morgan, receiving fundamental and technical insights concerning the markets, as well as administrative support, from subject-matter professionals.
Neil is a fundamentals-based investor who is well versed in portfolio construction using both fixed income and equities. He manages both discretionary and non-discretionary portfolios. He designs tailored portfolios around growth, capital preservation and income needs, and makes portfolio decisions after performing his own research and consulting with analysts at J.P. Morgan.
Being an experienced leader in the financial services industry, Neil has honed his understanding, empathy and practical problem-solving skills in order to provide a high degree of personalization. He studied radio, television and film at The University of Texas at Austin, and Business Management at Boston University. Neil is a working blues guitarist, a classically trained violinist and a member of the American Federation of Musicians. He also participates in fundraising for the Dana Farber Cancer Institute. Neil resides in Medfield with his wife, son and daughter, and enjoys golfing, cycling, tennis, running and chess.
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
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 Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The 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 Now
2023 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 Now
Helping 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 Now
Weathering 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 Now
Making 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 Now
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