Gary FournierGary Fournier
Managing Director
Wealth Advisor

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2021 • 2020 • 2019 • 2018 • 2017 • 2016

Forbes

America's Top Wealth Advisors
2018 • 2017
Top Wealth Advisors Best-In-State
2024

About Gary

Gary Fournier is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

Gary has over 40 years of investment and finance experience and is proud of the value he's added to clients over the years, through many financial market and economic cycles. He has built a wealth management practice of over $900 million in assets under management.

Gary began his career with White Weld & Co., ultimately becoming a Partner and overseeing their Century City office. After White Weld was acquired by Merrill Lynch, he moved and became a Partner with Kidder Peabody & Co., where he pioneered the first U.S. over-the-counter shelf registration. He also worked with the global telecom firm, Global Crossing. Gary moved to Smith Barney in 1993, a career transition that was noted on the front page of the Wall Street Journal. While there, he managed a large number of high-value accounts, and was referenced in a 2000 Forbes magazine article. Prior to taking his current position, Gary also served as a money manager at UBS.

Gary and his wife are deeply committed to cancer research and have set up a fund at UCLA, personally funding the entire first year's research. Additionally, he supports a number of community organizations including Peninsula Friends of the Library, the Palos Verdes Peninsula Land Conservancy and the Assistance League of San Pedro-South Bay. When not working, Gary enjoys spending time with Debi, his wife of over 30 years.

Insights

Markets

3 things we (and the markets) are grateful for this season

November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
Wealth Planning

When does it make sense for a trust to own your life insurance policy?

November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Retirement

Leaving your job

November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
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