Edward (Guy) HeartfieldEdward (Guy) Heartfield, CFP®
Managing Director
Wealth Partner

"I provide strategic advisory and guidance to high-net-worth individuals, family offices, corporate executives and foundations."

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 and 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 PlannerTM designation, which empowers him to develop customized, multi-generational planning financial solutions 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. Guy and his wife, Blair, live in Dallas with their sons, Walker and Hall.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead 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.
(214) 979-7975guy.heartfield@jpmorgan.com