About Tania

Tania Gordon is a Senior Client Associate at J.P. Morgan Wealth Management.

Tania provides administrative and operational support to The McNamee White Group's high-net-worth clients, simplifying their financial affairs and restoring precious time to their schedules. Her responsibilities include account administration, maintenance and client correspondence.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Tania was a Registered Client Service Associate at First Republic Private Wealth Management, which she joined in 2021. Previously, she served as a Client Associate at RBC Wealth Management. She has worked in financial services since 2013.

A graduate of UCLA, Tania earned her B.S. in Physiological Science. She holds FINRA Series 7 and 66 securities licenses.

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now