
Alison Marie YoungAlison Marie YoungExecutive DirectorWealth Advisor
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

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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
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Building up: How we see infrastructure investment expanding
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April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
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