Edward (Guy) HeartfieldEdward (Guy) Heartfield, CFP®Managing DirectorWealth Partner
About Edward
Guy Heartfield is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As a co-founder of The Heartfield Weinstein Group, he provides strategic advisory guidance to high-net-worth individuals, family offices, corporate executives and foundations.
Guy leverages his background in capital markets and financial planning to provide tailored, institutional-caliber asset management services that address the complex needs of individuals with substantial wealth. He is particularly skilled in the use of alternative investments and other specialized strategies including hedge funds, private equity and structured products.
With a career that has spanned over 25 years, Guy has worked at Credit Suisse First Boston LLC and its predecessor, Donaldson, Lufkin & Jenrette, Citi Family Office and Merrill Lynch PBIG. He joined J.P. Morgan in 2019 for the opportunity to offer clients the personalized service of a boutique organization while providing the global resources of one of the largest and most respected financial firms in the world.
Guy received his undergraduate degree from the University of Texas at Austin. He holds the CERTIFIED FINANCIAL PLANNER® designation, which empowers him to develop customized, multi-generational planning strategies for affluent families.
Dedicated to giving back, Guy has served as a board member of the American Red Cross in its Dallas chapter since 2002. He was Chairman of the Board from 2010-2012. He also serves on the Board of Directors of the SPCA of Texas. Guy and his wife, Blair, live in Dallas with their sons, Walker and Hall.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
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April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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