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

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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