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

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.