Joey K. GroverJoey K. GroverSenior Client Associate
About Joey
Joey Grover is a Senior Client Associate at J.P. Morgan Wealth Management.
A seasoned member of The Gilman Private Wealth, 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.
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. Additionally, Joey serves as the co-educational director within Gilman Private Wealth.
With 25 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 schools, Plainview-Old Bethpage Middle School and Plainview-Old Bethpage John F. Kennedy High 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
The defensive playbook isn’t your average inflation roadmap
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When disaster strikes: How to give with intention and impact
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Stock-based compensation and the Section 83(b) election
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April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There 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 NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now