Anthony AlvarezAnthony AlvarezInvestment Associate
About Anthony
Anthony Alvarez is an Investment Associate with J.P. Morgan Wealth Management.
Anthony Alvarez is an Investment Associate at J.P. Morgan Wealth Management, where he supports The Donnelly Wealth Management Group. In his role focused on business development, Anthony collaborates with high-net-worth clients to create personalized wealth plans and build strong, lasting relationships. He is dedicated to understanding clients' financial goals and providing tailored solutions to meet their needs.
Anthony earned his B.B.A. in finance from The University of Miami and completed his M.S. in Finance at the Univerisity of Oklahoma's Price College of Business in 2022.
Active in the community, he is a member of the Nicklaus Children's Young Ambassadors. In his free time, Anthony enjoys family, friends, and offshore fishing.
Insights
Wealth Planning
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Retirement
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Investing
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November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
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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
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
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
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November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowInvesting
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November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
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