Irma DelunaIrma DelunaClient Associate
About Irma
Irma Deluna is a Client Associate at J.P. Morgan Wealth Management.
Irma plays a vital, forward-facing role with The Gray-Polverini Group, assisting client families by serving as a dedicated resource in managing their administrative needs and expediting their priorities. Drawing on four decades of experience in addressing the requests of ultra-high-net-worth individuals and families, she derives great satisfaction in helping to make their financial lives simpler and more cohesive. Clients regard her as a knowledgeable guide and reliable problem solver.
Among her responsibilities, Irma onboards new clients, administers accounts, processes banking services and transfers, prepares meeting reports and manages special projects. She fosters and maintains close-knit ties with multi-generational families and takes pride in imparting excellent, high-caliber service. Irma considers client privacy a top priority, upholding the discreet reputation for which the team is known.
Irma's extensive financial services career includes parallel roles in administration, operations and relationship management firms that include Credit Suisse, Smith Barney and Morgan Stanley. She joined The Gray-Polverini Group at Merrill Private Wealth Management, transitioning to J.P. Morgan with her team in 2024.
Irma holds FINRA Series 7 and 63 securities licenses.
Insights
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July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
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July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
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