Dylan BirchDylan BirchWealth Advisor
About Dylan
Dylan Birch is a Wealth Advisor with J.P. Morgan Wealth Management.
Dylan works closely with a diverse range of clients to help guide them with wealth planning and advice to pursue their goals. His focus is on delivering a strategic and tailored approach, including liquidity management, restricted stock, long-term planning and generational wealth transfer.
Communication is fundamental to Dylan's process, and he strives to be a collaborative and trusted counselor to each individual. His straightforward, disciplined style facilitates conversations so clients can clearly define their objectives and aspirations. He helps tackle immediate needs, then focuses on developing a wealth management plan that remains responsive to evolving priorities and market conditions.
Dylan took a leadership path to a career in financial services, serving in the United States Army as an Infantry officer for five years. He has worked with a wide range of people to solve complex problems—from completing Ranger School to serving as an advisor to the Iraqi Army during Operation Inherent Resolve.
In 2018, Dylan joined J.P. Morgan through the Corporate-Client banking team in Houston, focused on the energy sector. His team advised exploration and production, midstream, and oil-field services companies on the origination and execution of debt transactions, including revolving credit facilities, high-yield bonds, institutional term loans and committed M&A financing.
Dylan attended the United States Military Academy at West Point, where he earned a B.S. in Civil Engineering, graduating in the top 20% of his class. He was on the NCAA Division I Army Boxing Team—3-time NCAA Team Champions. He holds an M.B.A. from the Cox School of Business at Southern Methodist University.
Philanthropy is one of Dylan's core values, and he is head of the Texas Veterans Business Resource Group (BRG) for J.P. Morgan. This 1500-strong organization builds houses, lays wreaths and connects veterans with places they can turn to for mental health. Outside of the office, Dylan enjoys golf, running, studying history and searching for the best weekend brunch in the area.
Insights
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A 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
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
September 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read Now
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A 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 NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now