Rosybell MorelRosybell Morel
Senior Client Associate

"My responsibilities include onboarding procedures, monitoring transactions and maintaining account records."

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

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?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.