Rosybell MorelRosybell MorelSenior Client Associate
About Rosybell
Rosy Morel is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of the Gilman Private Wealth Management Group, she works primarily in the team's Asset Servicing division. Rosy provides account maintenance and operational support for high-net-worth individuals (and their families). Rosy's responsibilities include onboarding procedures, monitoring transactions and maintaining account records. She has a reputation for managing day-to-day activities in a steady and experienced manner. She has a passion for financial services and the desire to help each and every client achieve a positive outcome regardless of the situation.
Rosy graduated from Queens College with a B.S. degree in Economics. She began her career in 2015 at Chase Bank as a Relationship Banker, where she gained valuable relationship management experience. Rosy has been able to successfully parlay her extensive background working on the Chase Bank side in such a way that she has become the resident savant on all banking related matters. To be sure, her instinctive understanding of client's needs combined with her natural grasp of high-level client service have allowed Rosy to carve out an vital role for herself in the group.
Rosy joined J.P. Morgan in 2019, drawn to the firm's stellar reputation and executional platforms. She holds FINRA Series 6, Series 7 and 66. She lives in Queens and in her free time, enjoys reading, keeping an active lifestyle and spending quality time with both her family and friends.
Insights
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April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
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April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical unrest: Assessing market implications
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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
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April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now