Holly HurleyHolly HurleyVice PresidentRelationship Manager
About Holly
Holly Hurley is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
As a member of Gilman Private Wealth, Holly works in the team's Investment Management and Relationship Development divisions. Holly leads two pillars of our Wealth Foundation Academy, Pillar 2: Estate Tax Management, Inheritance Planning & Wealth Preservation, and Pillar 5: Risk Management & Philanthropy.
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, 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 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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June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowAll eyes on DC: 3 things investors should watch
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June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowIncentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWhat is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now