Madison McAuliffeMadison McAuliffeClient Associate
About Madison
Madison McAuliffe is a Client Associate at J.P. Morgan Wealth Management.
Madison began her career at BNY Mellon, where she was a Client Service Analyst.
As a reliable point of contact for clients, Madison serves as their liaison with other team members, as well as her team's liaison with internal and external specialists. She also handles transactions, account administration and wire transfers, and helps onboard new clients— introducing them to the firm's time-saving technology. Madison has a special affinity for serving the "next generation" of clients' families.
Fascinated with people, investments and behavioral science, Madison attended Connecticut College and earned a B.S. in Psychology with a double-minor in Economics and Finance. She also attended the Tuck School of Business Bridge Program at Dartmouth College. Madison's favorite "out-of-the-office" moments are spent with family and friends, at the Cape in the summer and rooting for Boston teams all year long.
Insights
Wealth Planning
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Cybersecurity
AI-powered scams: How you can help protect yourself
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Wealth Planning
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Wealth Planning
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Wealth Planning
J.P. Morgan NextList 2026
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Communicating wishes when preparing for a death
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AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowInvesting
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowWealth Planning
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
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