Tania GordonTania GordonSenior Client Associate
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 and Economy
In the rear view: How did our 2025 themes pan out?
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Wealth Planning
5 year-end tax planning actions to take before 2026
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Family Legacy
Planning with family entities
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Family Legacy
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November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Wealth Planning
Planning for your child becoming an adult
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Wealth Planning
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Wealth Planning
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Markets and Economy
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Investing
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November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowWealth Planning
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November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowFamily Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowFamily Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowWealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets and Economy
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 NowInvesting