Anthony AlvarezAnthony AlvarezClient Associate
About Anthony
Anthony Alvarez is a Client Associate with J.P. Morgan Wealth Management. As a member of The Donnelly Wealth Management Group, he provides administrative support for high-net-worth individuals and families. Anthony's responsibilities include client onboarding, wire transfers, journals and transaction monitoring. He serves as a dedicated resource for all client concerns. Anthony graduated from The University of Miami with a B.B.A. in finance. He joined J.P. Morgan in 2021 and is proud to deliver outstanding service. Anthony is a Master of Science in Finance candidate at the University of Oklahoma's Price College of Business. Outside of work, he enjoys spending time with his family and friends, and has a passion for offshore fishing.
Insights
Wealth Planning
Estate planning in a low interest rate environment
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Outlook
US unemployment ticks slightly higher, economy adds 151K jobs in February
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Outlook
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Wealth Planning
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Retirement
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Wealth Planning
Estate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read Now
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