About Alex Fowler

Bespoke strategies built around your needs.

I listen carefully to each individual's unique story, helping them articulate how they want their wealth to impact themselves, their families, future generations and the community around them. I truly understand that when clients share their financial aspirations, they are welcoming me to a very personal part of their lives.

A relationship-driven focus

I feel honored by that privilege and am passionate about providing clients with the highest level of attentive care—an exclusive, holistic approach to wealth management backed by the strength of J.P. Morgan, a global financial leader. My solution orientation enables me to integrate needs for banking, lending, investments and more. I partner alongside my clients to share the extensive range of J.P. Morgan's resources.

  • Investment management
  • Portfolio optimization
  • Banking & lending
  • Award-winning research1

1 Source: Institutional Investor, 2021. 2 Wealth Management Specialists can help Wealth Advisors on a case-by-case client basis depending on the situation and need.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Patrick Schultz
Executive Director, Wealth Planning and Advice

Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Personalized guidance begins with a conversation.
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