About Abby

Abby Swiatkowski is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Seltzer Group, she provides operational and administrative support for the team's high-net-worth clients. Her responsibilities include onboarding procedures, monitoring transactions, fund transfers, and preparing financial reports. Abby's deep understanding of the firm's extensive platforms enables her to provide a personalized experience to the team's sophisticated clients.

Abby graduated from Penn State University with a B.S. in Advertising and a minor in Business Administration. With three years of financial services experience, she began her career in 2019 at Vanguard as a Brokerage Investment Professional. Abby later joined Morgan Stanley's Wealth Management division where she worked as an Ultra High Net Worth Registered Representative.

Abby currently resides in Hoboken. Outside of the office she enjoys cooking, volunteering, cheering on Penn State's Football Team, and most importantly spending time with her family and friends.

Insights

Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook

Ready to thrive in 2025

December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning

6 practices to help you navigate family dynamics during the holidays

December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
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