About Kathleen

Kelley Berger is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The Amato-Waldbauer Group, she provides administrative and customer service support for high-net-worth individuals and families. Kelley's responsibilities include addressing inquiries, preparing financial documents and ad hoc requests. She has a reputation for managing day-to-day activities in a steady and experienced manner.

Kelley began her career in 1983 at Ogilvy & Mather, working as Executive Assistant to the President for her last three years. With 23 years of experience in financial services, she continued her career in 2000 at Salomon Smith Barney as a client associate and then at Morgan Stanley Wealth Management where she acquired skills to carefully address individual clients' needs. She joined J.P. Morgan in 2018.

She holds FINRA Series 7 and 63 securities licenses.

Kelley is married with two children and a special rescue dog named Archie.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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