About Caitlin

Caitlin Morgan is an Associate and Client Associate with J.P. Morgan Wealth Management.

As a member of Maybach Partners, Caitlin provides operational and administrative support for individual and institutional clients. Caitlin's responsibilities include onboarding procedures, addressing client inquiries, monitoring transactions and ad hoc requests. Caitlin has been a dedicated client service assoicate at J.P. Morgan for nearly 7 years. She enjoys building impactful relationships with clients and works diligently to deliver an excellent experience.

With over 13 years of experience in financial services, began her career at Woodforest. Prior to joining Maybach Partners at J.P.Morgan, Caitlin previously spent 7 years providing investment and administrative support to a former J.P. Morgan group, both at J.P. Morgan and First Republic.

She holds FINRA Series 6, 7 and 63 securities licenses.

Insights

Outlook

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