Teresa GoldenTeresa GoldenAssociate
About Teresa
Teresa Golden is an Associate with J.P. Morgan Wealth Management. Her knowledge of financial markets, investment services and team-based environments makes her an integral member of The Desser Group. Teresa is dedicated to client service, earning client trust by maintaining close personal contact and balancing and respecting their requirements and sensitivities. She manages the team's client service-related projects through the coordination and regulation of workflow and operational functions. Teresa oversees performance, and training of the team's junior sales support staff. She also is responsible for the compliance, regulatory, risk management and due diligence requirements for the team, and created procedures to resolve logistical and administrative client concerns.
Teresa's 27 years of industry experience includes 25 years with The Desser Group, building a successful reputation for helping clients in a high-pressure, fast-paced and competitive financial landscape. She distinguishes herself with her people skills, serving as the primary point of contact and taking time to carefully explain and review investment concepts, portfolio allocations and statements in a clear and accessible manner.
Beginning her industry career at Merrill Lynch in the broker training program in 1993, Teresa met and worked with Bill Desser, moving with him to Bear Stearns, J.P. Morgan's predecessor firm, in 1995. She transitioned with The Desser Group to her current role in 2008.
Teresa is active as a Sustaining Member of the Junior League of Los Angeles, a charitable organization devoted to promoting volunteerism through helping women and improving the community. She also spearheads Healthy Habits, a program she developed for The Boys and Girls Club in Venice. In her free time, Teresa and her husband love to travel.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now