About Alison

Alison Marie Young is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

With nearly 15 years 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 was selected as one of the 2022 J.P. Morgan Chairman's Award honorees. It's incredibly meaningful to be recognized by the firm's leaders for demonstrating exemplary leadership, collaboration, client engagement and community partnership.

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.

Through her work in various cities across the U.S., Alison has acquired an integrated perspective on the financial, consulting, government, energy and nonprofit sectors.

Most recently, she spent five years as an Investment Advisor with Bernstein Private Wealth Management and previously, she was with J.P. Morgan 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 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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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