About Alexandra

Ally Finnell is a Senior Client Service Associate with J.P. Morgan Wealth Management. As a member of The Minchello Group, she provides administrative and operational support for high-net-worth individuals and their families, as well as institutional clients. Ally's responsibilities include onboarding procedures, addressing inquiries and monitoring transactions. She works diligently to deliver an excellent customer experience.

Ally graduated from Fairfield University with a B.S. in Finance. With 11 years of experience in financial services, she began her career in 2007 at Citi Smith Barney as a Client Service Associate, and in 2009 moved to J.P. Morgan, where she gained valuable relationship management experience. Ally holds FINRA Series 7 and 63 licenses.

In her free time, Ally enjoys skiing and traveling. She and her husband, Gavin, live in Boston and welcomed a son in September 2017.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
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We need to talk:  Communicating your estate plan with your family

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Investing

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