Gregory McGowanGregory McGowanClient Associate
About Greg
Greg McGowan is a Client Associate at J.P. Morgan Wealth Management.
As a member of SVDG Partners, he provides customer service and operational support for high-net-worth individuals and families. Greg's responsibilities include addressing all administrative and operational inquiries, including onboarding procedures, money movements and online access. He works diligently to deliver an excellent customer experience.
Greg graduated from Trinity College, CT, with a B.A. in Political Science. With three years of experience in financial services, he began his career in 2019 at Visible Alpha as a Client Success Associate.
Greg joined J.P. Morgan in 2022 and holds FINRA Series 7 securities license. Greg grew up in Fort Lauderdale, FL, and enjoys spearfishing and traveling in his free time.
Insights
Wealth Planning
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November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Wealth Planning
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Wealth Planning
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Markets and Economy
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Investing
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Retirement
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Investing
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5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowWealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
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