Kerry A. ReevesKerry A. ReevesExecutive Director, Advanced Wealth Planner
About Kerry
Kerry A. Reeves is an Executive Director and Advanced Wealth Planner for J.P. Morgan Wealth Management's Wealth Planning and Advice team, covering the Northeast region.
Kerry is a member of a distinguished team focused on delivering wealth planning, thought leadership and strategic guidance to the firm's most sophisticated clients. Her team comprised of former practicing attorneys, accountants and CERTIFIED FINANCIAL PLANNER® professionals—collaborates closely with clients and their tax and legal advisors to navigate a broad range of planning areas. These include estate and tax planning, retirement strategies, business succession, pre- and post-transactional planning, and the management of restricted and control stock, stock options and concentrated positions.
With more than 15 years of experience in the field of trusts and estates, Kerry has served a diverse clientele, including some of the world's wealthiest families and individuals. Kerry offers extensive guidance in estate planning, estate tax mitigation, estate and trust administration, estate settlement and charitable planning.
Prior to joining J.P. Morgan, she served as Senior Vice President and Director of Wealth Strategies at Wilmington Trust in Boston and practiced as a trusts and estates attorney at Choate Hall & Stewart and Schlossberg, LLC.
Kerry earned an LL.M. in Taxation with a concentration in Estate Planning from Boston University School of Law. She also holds a J.D. from UMass Dartmouth School of Law and both an M.S. and B.S. from Bridgewater State University. She is admitted to the Massachusetts and New Hampshire bars and was recently appointed Co-Chair of the Trusts and Estates Section of the Boston Bar Association.
Kerry lives on the South Shore with her husband, two children and their dog.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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