Zach MullaneyZach MullaneySenior Client Associate
About Zach
Zach Mullaney is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Price Keady Group, Zach provides customer service and administrative support for the high-net-worth individuals and families served by the team. His responsibilities include preparing financial documents, distributing research and coordinating the operational aspects of the team. He works diligently to deliver an excellent customer experience.
Zach joined J.P. Morgan in 2023 after gaining valuable experience as a Client Associate at Fidelity Brokerage Services LLC. He graduated from Bentley University with a B.S. in Finance and holds the FINRA Series 7 and 66 securities licenses.
Zach resides in Woburn with his wife, Allie Jo, and loves spending time with friends and family. An avid traveler, he maintains an active lifestyle through hiking, skiing and weight training.
Markets and Economy
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Wealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Family Legacy
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Wealth Planning
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
Markets and Economy
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Wealth Planning
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Wealth Planning
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowMarkets and Economy
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowWealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowFamily Legacy
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowRetirement
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowWealth Planning
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read NowMarkets and Economy
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read NowWealth Planning
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowBusiness Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWealth Planning