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
Outlook
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read Now
Wealth Planning
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
Investing
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
Wealth Planning
How to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read Now
Investing
How to manage your employee stock options
November 12, 2024It’s important to consider tax and investment implications of holding or exercising your options.Read Now
Wealth Planning
Changing your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
Real Estate
Your guide to buying a home
November 12, 2024Whether you’re a novice or you’re experienced in the home-buying market, here are some things to think about as you move forward in the process.Read Now
Wealth Planning
Caring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Markets
What does the Fed’s latest move mean for investors?
November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read NowOutlook
October 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowInvesting
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowWealth Planning
How to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowInvesting
How to manage your employee stock options
November 12, 2024It’s important to consider tax and investment implications of holding or exercising your options.Read NowWealth Planning
Changing your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowReal Estate
Your guide to buying a home
November 12, 2024Whether you’re a novice or you’re experienced in the home-buying market, here are some things to think about as you move forward in the process.Read NowWealth Planning
Caring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowMarkets
What does the Fed’s latest move mean for investors?
November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.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.