About 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

Investing

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
Wealth Planning

We need to talk:  Communicating your estate plan with your family

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Investing

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