
David StanfordDavid StanfordVice PresidentWealth Advisor
About David
David Stanford is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
He is a member of Gilman Private Wealth, bringing robust capabilities in many areas of asset management to deliver the tailored equity investment opportunities that high-net-worth individuals and corporations seek.
David has honed his skills through years of hard work and rigorous analysis, employing a pronounced work ethic, which he couples with exacting attention to detail. He astutely assesses marketplace conditions and economic factors when making vehicle selections. David taps the breadth and power of J.P. Morgan's world-class platform, intellectual capital and research professionals to inform his equity strategies.
With more than 47 years of financial industry experience, David has enjoyed a long and illustrious career. Among the prominent investment firms on his resume are Wertheim & Co., Schroeder & Co., Salomon Smith Barney and Morgan Stanley. David attended Hobart College and Fordham University, where he earned a B.A.
Primarily a resident of Katonah, New York, David typically spends the month of August on the water in Maine. There, he can be found aboard one of his two vessels—his antique Lyman boat christened "Salty Paws" or a Boston Whaler. David is a voracious and eclectic reader, and enjoys immersing himself in genre-specific books with his dogs Chester and Tilly at his side.
Insights

Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
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 Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
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 Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
