
Alison Marie YoungAlison Marie YoungExecutive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Alison
Alison Marie Young is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a tenured and experienced advisor, Alison provides sophisticated advice and planning for high-net-worth families, foundation and endowments, and business leaders.
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 and provide strategies that address these unique goals. Alison builds deep and long-standing relationships and delivers the highest level of service. She is known for her empathetic nature and effective solution-orientation.
Alison has strategically built her career as a financial advisor over the years with experience at both the JPMorgan Private Bank and with Alliance Bernstein Private Wealth Management, before joining J.P.Morgan again in 2020. Her well-diversified capability set includes tax and estate planning, asset allocation, business succession planning, and family governance strategies. Prior to business school she spent several years in the nonprofit industry, fueling her passion to work with the nonprofit sector in her current role.
Alison is a graduate of Huntington University, where she earned a B.A. in both History and Communication. She holds an MBA from the Rice University Jones Graduate School of Business.
Married to a Houston area native, Alison plays an active and influential role in the Houston nonprofit community. Current board work includes the Governing Board for Casa de Esperanza and Friends of the Children, as well the Advisory Board of Eight Million Stories and the Finance Committee of St. Catherine's Montessori. Past Board work includes the Tellepsen YMCA Advisory Board and the Rice University Jones Graduate School of Business Alumni Board, among others.
She has been honored numerous times for her excellence in Financial Services and in her service to the Houston community, including being named a 2024 Texas Executive Women, 'Woman on the Move,' a 2022 recipient of the J.P.Morgan Chairman's Award, a 2021 Houston Business Journal – Women Who Mean Business Award / Outstanding Business Leaders in Finance and the 2021 Rice Business Alumni Award for Industry Excellence in Financial Services. She is also a proud fellow of the American Leadership Forum (ALF) Class 64.
Alison and her husband Jelani live in the Houston area with their two children, Cash and Max. When not supporting clients, she can be found cheering on the Rockets, and watching her children shine in their many activities.
Insights

Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
