Andreea OchisAndreea Ochis
Associate
Client Associate

"My number one goal is to deliver an exceptional and pleasant client experience."

About Andreea

Andreea Ochis is a Client Associate at J.P. Morgan Wealth Management.

A member of Maybach Partners, Andreea provides infrastructure support and administrative services for individual and institutional clients. Her steady and experienced handling of day-to-day responsibilities contributes to the smooth running of all operations for the team.

Recognizing that she is on the frontline of customer service, Andreea's number one goal is to deliver an exceptional and pleasant client experience. In her role, Andreea brings a warm demeanor and a diligent approach that serve clients extremely well. Maybach Partners values Andreea's quality contributions as they are vital to the team's overall mission and success.

A graduate of St. John's University with a B.S. in Finance, Andreea has more than eight years of experience in financial services. She joined J.P. Morgan and the team in 2015, and has diligently worked to obtain her Series 7, Series 63 and Series 66 FINRA registrations.

Insights

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.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.