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.
Insights
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now