Nicole Lowry MegowanNicole Lowry MegowanClient Associate
About Nicole
Nicole Lowry Megowan is a Senior Client Associate at J.P. Morgan Wealth Management.
Active in wealth management since 2017, Nicole provides attentive service to clients of The Barnes Chung Lally Group, sensitive to their distinctive priorities and interests. Within the team, she holds several responsibilities, including new-account onboarding, customized reporting, asset movement, account maintenance, Required Minimum Distribution (RMD) coordination and trading operations. Very efficient in her work effort, Nicole is also a strong communicator who keeps clients closely apprised of the team's efforts on their behalf. She takes pride in making clients' lives easier and more cohesive, providing them with timely responses that relieve the administrative burden that wealth can pose.
Prior to joining J.P. Morgan Wealth Management with her team in 2023, Nicole spent more than two years with First Republic Private Wealth Management, where she was a Registered Client Service Associate. Her career also includes tenures with Wedbush Securities, One Capital Management, and Martin and Company Tax and Wealth Advisors, where she held roles in client service and administration. Nicole earned her B.S. in Finance with an emphasis in Financial Planning from California State University, Northridge. She holds FINRA Series 7, 63, and 65 securities licenses.
Outside the office, Nicole cherishes moments with her young daughter, who keeps her very happy and very busy. She also loves to cook and bake when she can find the time. An animal lover, Nicole has two dogs and two cats and actively participates in animal-rescue efforts. She also savors a great cup of coffee and welcomes suggestions for new places to indulge her habit.
Insights
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
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Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Geopolitical unrest: Assessing market implications
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Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now