Teresa GoldenTeresa Golden
Client Associate

"I am dedicated to client service, earning clients’ trust by maintaining close personal contact, and balancing and respecting their requirements and sensitivities."

About Teresa

Teresa Golden is an Associate with J.P. Morgan Wealth Management. Her knowledge of financial markets, investment services and team-based environments makes her an integral member of The Desser Group. Teresa is dedicated to client service, earning client trust by maintaining close personal contact and balancing and respecting their requirements and sensitivities. She manages the team's client service-related projects through the coordination and regulation of workflow and operational functions. Teresa oversees performance, and training of the team's junior sales support staff. She also is responsible for the compliance, regulatory, risk management and due diligence requirements for the team, and created procedures to resolve logistical and administrative client concerns.

Teresa's 27 years of industry experience includes 25 years with The Desser Group, building a successful reputation for helping clients in a high-pressure, fast-paced and competitive financial landscape. She distinguishes herself with her people skills, serving as the primary point of contact and taking time to carefully explain and review investment concepts, portfolio allocations and statements in a clear and accessible manner.

Beginning her industry career at Merrill Lynch in the broker training program in 1993, Teresa met and worked with Bill Desser, moving with him to Bear Stearns, J.P. Morgan's predecessor firm, in 1995. She transitioned with The Desser Group to her current role in 2008.

Teresa is active as a Sustaining Member of the Junior League of Los Angeles, a charitable organization devoted to promoting volunteerism through helping women and improving the community. She also spearheads Healthy Habits, a program she developed for The Boys and Girls Club in Venice. In her free time, Teresa and her husband love to travel.

Insights

Markets

How did the markets respond to the U.S. Presidential debate?

September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business

Business succession planning: Valuing your business

September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Outlook

August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target

September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.