Andreea OchisAndreea Ochis
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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.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.