Holly HurleyHolly HurleyVice PresidentInvestment Associate
About Holly
Holly Hurley is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As a member of Gilman Private Wealth Management, Holly works in the team's Investment Management and Relationship Development divisions. Holly leads Pillar Two of the Wealth Foundation Educational program, titled Estate Tax Planning, Inheritor Services & Wealth Preservation.
As a former practicing attorney, Holly serves as a valuable liaison between the group's individual clients and their legal advisors to facilitate and employ a wide range of estate planning strategies that accomplish and exceed client goals. Holly works directly with clients and listens compassionately to understand their hopes and objectives for the financial futures of themselves and their families and helps empower those clients to pass on meaningful legacies that will impact generations to come. Additionally, she serves as the Co-Head of Educational Development for the team, focusing on knowledge development.
Prior to joining Gilman Private Wealth Management, Holly had a successful career practicing law in Tennessee and New York, counseling many individuals and families through the complex process of estate planning, asset protection and generational wealth preservation.
Holly graduated from The University of Mississippi with a B.A. in Journalism and earned her Juris Doctor from Mississippi College School of Law. In addition, Holly also holds her FINRA Series 7 and Series 66 securities licenses.
Holly resides in Manhattan and enjoys taking advantage of the arts, music, culture, parks and restaurants around New York City.
Insights
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