Bin NguyenBin Nguyen, CFP®, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
National Association of Plan Advisors (NAPA)
About Bin
Bin Nguyen is a Managing Director and Wealth Partner with The MTN Group at J.P. Morgan Wealth Management.
Bin is a trusted advisor to ultra-high-net-worth families, endowments, foundations, and corporations. He helps clients manage the many complexities and risks of significant wealth, spanning family governance, strategic business advisory, financial sponsor relationships, estate and tax planning, and investment management. Bin draws upon nearly two decades of experience in wealth management, family office advisory, and institutional consulting. He co-leads all aspects of the ERISA practice for the team, which has been named a Top DC Advisor team in 2020, 2021, 2022, and 2023 by the National Association of Plan Advisors (NAPA).
Bin holds a B.S. from the University of Texas at Austin. Before joining J.P. Morgan in 2009, he worked in the Global Wealth Management business at Merrill Lynch where the MTN Group was formed. He is a member of J.P. Morgan's Portfolio Manager Program, as well as a CERTIFIED FINANCIAL PLANNER® (CFP), and an Accredited Investment Fiduciary®(AIF).
Bin sits on the Wealth Partners' Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management. He was selected as a 2023 Chairman's Award honorees for his exemplary leadership, collaboration, client engagement, and community partnership.
Bin is married to his college sweetheart and father to three rambunctious boys. He serves on the Board of the Plano Family YMCA, where he was awarded Plano Father of the Year in 2023.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Awards or rankings are not indicative of future success or results. ^1^Established in 2017, Top DC Advisor Team nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification. CERTIFIED FINANCIAL PLANNER® is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Insights
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now