Mary BarnesMary Barnes, CIMA®Wealth Advisor
About Mary
Mary Barnes is a Wealth Advisor at J.P. Morgan Wealth Management.
Mary is dedicated to serving affluent individuals and families, high-achieving professionals and successful business owners. Her focus is on creating holistic wealth plans that align with their private financial needs and the aspirations they have for their families, future generations and the communities around them. She has a deep background in delivering tailored investment and administration services to pension plans, 401(k) services and other retirement vehicles.
Building on her multi-decade career of institutional experience as a respected and trusted member of the asset management community, Mary joined J.P. Morgan in 2023 to leverage her first-hand perspective of best practices in investing and wealth management to address the personal wealth needs of individuals. She brings a collaborative style coupled with meticulous attention to detail to help them navigate the complexities of financial decision-making while remaining committed to pursuing their long-term investment goals.
Mary has a particular interest in helping to empower women as they establish their financial independence, coupling her technical knowledge with a warm, empathetic and engaging approach. She taps her extensive network to foster enduring relationships that encourage an exchange of innovative ideas. She educates her clients on all aspects of wealth planning, explaining the value of thinking critically about investment and retirement strategies and guiding clients through its implementation.
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 Certified Investment Management Analyst® (CIMA®) 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 coaching high-achieving, professional women on ways to live a fulfilling, meaningful personal life without having to limit or abandon their professional success.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
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 Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
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 Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
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
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
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
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now