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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Business Planning
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Wealth Planning
Communicating wishes when preparing for a death
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Cybersecurity
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
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Wealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
Markets and Economy
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Wealth Planning
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Wealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowWealth Planning
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowBusiness Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowCybersecurity
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
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