Joey K. GroverJoey K. Grover
Senior Client Associate

"I draw on my understanding of clients’ needs and preferences to manage the operational elements of the team."

About Joey

Joey Grover is a Senior Client Associate with J.P. Morgan Wealth Management.

A seasoned member of The Gilman Private Wealth Management Group, he works in the team's Asset Servicing division, and draws on his deep understanding of clients' needs and preferences to manage the operational elements of the team. Joey's proficiency and knowledge makes him incredibly valuable to our clients and he leads Pillar One on Banking and Trust Services, as part of the Wealth Foundation program.

Joey is both instrumental in and adept at helping to manage an eclectic array of client-driven requirements, including foreign currency transactions, retirement distributions and ACH processing. He brings a quantitative focus to perform cost-basis calculations and complex analytics. Additionally, he works in a personalized fashion with clients to effect estate planning transfers, international wires and cash flow management.

With 24 years of industry experience, Joey has extensive proficiencies in financial services. He is a graduate of Touro College, where he earned a B.S. in Marketing.

Joey resides on Long Island with his wife, Bruriah, a Registered Nurse, and their young children, Joshua, Mindy, Ethan and Jake. Around the community, he is involved in his children's school, Stratford Road Elementary School. Joey is also active at his local synagogue, the Young Israel of Plainview. An avid sports fan, he enjoys outdoor activities with his family.

Insights

Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Wealth Planning

Make philanthropy a family affair

October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
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.