Rachel KellyRachel KellySenior Client Associate
About Rachel
Rachel Kelly is a Senior Client Associate at J.P. Morgan Wealth Management.
She provides operational and implementation support for high-net-worth individuals and multi-generational families, ensuring seamless execution of their financial needs. Rachel's responsibilities include coordinating the operational aspects of the team, monitoring transactions, executing trades, helping with cash management and working directly with clients. Her role involves liaising with other departments within the firm and serving as a resource for clients' financial needs, ensuring a high degree of connectivity.
With eight years of experience in financial services, Rachel began her career at Chase as a teller in 2017. After graduating from the University of Wisconsin Madison with B.A. in Economics and Spanish, she advanced to her next role as a Private Client Investment Associate with Chase Wealth Management, gaining valuable relationship management and investment operations experience while also attaining an M.S. in Finance from the University of Arizona. She joined J.P. Morgan Advisors in January 2024, where she strives to provide a boutique wealth management experience within the networks of J.P. Morgan.
As an active member of the community, Rachel volunteers on the fundraising team of Strides for Peace, a Chicago-based non-profit focused on ending gun violence, and PAWS Chicago, an animal rescue and adoption center. In her free time, Rachel enjoys traveling, skiing, being outdoors and running. She is an enthusiastic supporter of Wisconsin sports teams and cherishes spending time with her family and friends.
Insights
5 generational shifts reshaping family wealth planning today
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September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowUsing donor-advised funds to create college scholarships
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September 8, 2026Understand 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 NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
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