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.

Insights

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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