Alison Marie YoungAlison Marie YoungExecutive DirectorWealth Advisor
LinkedInAbout 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 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now