Alexandra FinnellAlexandra FinnellSenior Client Associate
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
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Investing
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 NowInvesting
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 NowInvesting
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 NowInvesting
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowInvesting
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 NowInvesting
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 NowCybersecurity
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 NowWealth Planning
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 NowWealth Planning
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 NowInvesting
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 Now
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