
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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What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
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