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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