Ali IsmailAli Ismail, CFP®, CAIA®Executive DirectorWealth Partner
About Ali
Ali Ismail is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
Ali serves the sophisticated wealth planning needs of a select group of ultra-high-net-worth clients. His focus is on delivering customized strategies that address their complex goals.
Prior to joining J.P. Morgan, Ali spent a decade at the Private Wealth Management division of UBS. Previously, he served as an Investment Advisor within Credit Suisse's U.S. Private Banking division. While at Credit Suisse, Ali was responsible for business development and assisted with the portfolio management and construction process for a team that managed over $1 billion in assets for 80 successful families. Earlier in his career, he spent additional time at UBS Private Wealth Management, after being at Bank of America.
Ali holds a B.B.A. in Finance with a minor in Economics from Southern Methodist University. He has also obtained the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Alternative Investment® (CAIA®) designation.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
CAIA® and Chartered Alternative Investment Analyst® are service marks owned by CAIA Association.®
Insights
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November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
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November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now