About Chenell

Chenell McBean is a Client Associate at J.P. Morgan Wealth Management.

Chenell is a member of the Heartfield Weinstein Group, providing operational and administrative support for high-net-worth individuals and families. Her responsibilities include executing trades, facilitating wire transfers and addressing client inquiries, helping ensure day-to-day needs are handled with care and efficiency. Chenell serves as a dedicated resource for client concerns and works closely with the team to support attentive and responsive service.

Chenell joined J.P. Morgan in 2023 after a role at Forest Hills Financial Group, a boutique family-operated firm based in New York, where she gained valuable relationship management experience supporting clients and advisors. She was previously a financial professional at Equitable Advisors (NY), where she began her career in 2019. Chenell earned a B.A. in Africana Studies from Stony Brook University.

Originally from New York, Chenell relocated to Dallas in 2023. Outside of work, she enjoys playing tennis, has a passion for outdoor activities and is a performing arts enthusiast.

Insights

Wealth Planning

Leaving your job: A quick transition guide for your 401(k), company stock and benefits

November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
Select this article to learn more about our latest insights
Wealth Planning

A loving gift: The ethical will

November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
Investing

‘Buy-borrow-die’: The 3-step wealth strategy explained

November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.