Alison Marie YoungAlison Marie YoungExecutive DirectorWealth Advisor
LinkedInAbout Alison
Alison Marie Young is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
With more than a decade of financial services background and twenty years in business, she provides holistic wealth management services for high-net-worth individuals, wealthy families, business owners and entrepreneurs.
Alison's strength lies in her ability to listen carefully and gain an understanding of each client's intentions for their wealth. She helps to navigate the professional resources of the firm to provide strategies that address these unique goals. Alison builds deep and long-standing relationships with her clients and delivers the highest level of service. She is known for her empathetic nature and effective solution-orientation.
Over the course of Alison's career, she has acquired an integrated perspective through her work in various cities across the U.S. focused on the financial, consulting, government, energy and nonprofit sectors. Most recently, she spent five years as an Investment Advisor with Bernstein Private Wealth Management. Previously, Alison entered the financial industry with J.P. Morgan Asset Management as a Relationship Manager in the Private Bank. Her well-diversified capability set includes tax and estate planning, concentrated stock positions, business succession, private equity and family governance strategies.
Originally from Indiana, Alison attended Huntington College, where she earned a B.A. in Communications, History and Political Science. She received an M.B.A. with a concentration in Entrepreneurship from the Jesse H. Jones Graduate School of Management at Rice University. While at Rice, Alison was a Finance Club Officer and traveled to Kenya, Rwanda and Mexico for educational opportunities. She sits on the Rice University Alumni Board.
To give back, Alison lends her time and support to many organizations that focus on the empowerment of women and children.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now