Mia MaginnMia MaginnClient Associate
About Mia
Mia Maginn is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Desser Group, Mia provides operational and client services support for high-net-worth individuals and families. Her responsibilities include providing a seamless and efficient onboarding and account maintenance experience. She recognizes the importance of financial management and works hard to help clients achieve their biggest goals.
Mia graduated from the University of Southern California with a B.A. in Economics. With two years of experience in financial services, she began her career in 2022 at Energy Impact Partners as a Summer Analyst. She then joined J.P. Morgan Wealth Management as a Summer Analyst, learning the intricacies of wealth management before joining the firm full-time.
Outside of work, Mia loves the outdoors and hiking, painting, traveling and spending time with friends and family.
Insights
Outlook
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Wealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowOutlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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