"You can count on me for customized professional advice and service whenever you need it."
Jeffrey McAleney

Jeffrey McAleney

"You can count on me for customized professional advice and service whenever you need it."
About Jeffrey McAleney

I work with individuals, families, professionals and retirees to deliver customized professional advice and service. I offer guidance on your existing assets, helping to integrate them with your income requirements and personal goals to create a comprehensive wealth plan.
Beginning with a face-to-face meeting with you, I seek to discover your needs, desires, and the values most important to you and your family. I review your entire financial situation, make recommendations and then implement them in accordance with your objectives. I pay particular attention to establishing retirement accounts to support your longer-term asset accumulation and income needs.
I foster a long-term relationship with you by giving attentive service, staying in close contact and keeping you abreast of vital financial news that can affect your future decision-making. I am happy to work with your attorney and accountant as needed and am available whenever you wish to speak or get together.
Recognizing that your unique circumstances may benefit from a range of services, I help you access J.P. Morgan's impressive suite of products, tailored to help you pursue your goals:

  • Wealth planning
  • Investment management
    - Equities
    - Fixed income
    - Alternative investments
    - Exchange-traded funds (ETFs)
  • Tax mitigation
  • Cash management
  • Risk management
  • Trust and estates
  • Insurance
  • Banking
  • Mortgages
  • Lending

Meet Our Team

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Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.