Mary BarnesMary Barnes, AIF®Wealth Advisor
About Mary
Mary Barnes is a Wealth Advisor at J.P. Morgan Wealth Management.
Mary is a seasoned financial professional with a multidecade, diverse career on Wall Street and an enduring curiosity for the ever-evolving world of investments. As a trusted partner to her clients, she is known for delivering financial guidance with clarity, confidence, and purpose—helping individuals move forward with peace of mind and a clear path toward their financial goals.
Mary is dedicated to serving affluent individuals and families, specializing in holistic wealth plans that address both immediate financial needs and the legacy her clients wish to create for future generations.
After earning a respected reputation in the asset management community, Mary joined J.P. Morgan in 2023. She draws on her extensive institutional experience and first-hand knowledge of best practices in investing and wealth management to meet the personal wealth needs of her clients. Her collaborative style and meticulous attention to detail ensure clients feel supported and confident as they pursue their long-term investment objectives.
Mary is recognized for blending deep technical experience with a warm, empathetic and engaging approach. She is passionate about educating clients on all aspects of wealth planning, guiding them through every step of implementation, and empowering them to make informed decisions throughout their financial journey.
Mary began her career with DWS Investments, where she rose to Senior National Account Manager, followed by similar roles at Vanguard, State Street and Overlay Shares.
After graduating with honors from Knox College in Galesburg, Illinois, Mary earned an M.B.A. from DePaul Kellstadt School of Business. She holds the Accredited Investment Fiduciary® (AIF) designation and the FINRA Series 63, 65 and 7 securities licenses.
Growing up on the South Side of Chicago, Mary is proud of rising from her humble roots to a successful career on Wall Street, which informs the careful approach she takes with her clients. She now lives in the western suburbs with her teenage daughter. In her free time, Mary is passionate about mentoring future generations of professional women on ways to live a fulfilling, meaningful personal life without having to limit or abandon their professional success.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met
requirements for initial certification and annual recertification.
Insights
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