About Joey

**Joey Phelps is a Client Associate at J.P. Morgan Wealth Management.**Joey provides operational support and administrative services to clients of The Babrick Team, helping them organize multiple facets of their wealth and making their lives easier and more convenient. His areas of focus include new account onboarding, account maintenance, and client communications. Joey has particular depth addressing the needs of high-net-worth individuals and private business owners, sensitive to their distinctive priorities. He works diligently to provide a client experience that is grounded in attentiveness and precision, pursuing excellence in every interaction.

Joey has worked at J.P. Morgan Wealth Management since 2023. Earlier, he served as a Private Wealth Management intern and a Business Banking Intern with First Republic. Joey earned his B.S.M. in Finance from Tulane University.

A Los Angeles native, Joey enjoys living in his home city. Outside the office, he likes to spend time with his family and friends and indulge his passion for all-things-sports-related.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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