Ana GarciaAna GarciaSenior Client Associate
About Ana
With over ten years of client service experience, Ana Garcia is a Senior Client Associate at J.P. Morgan Wealth Management, and is responsible for account administration.
Prior to joining The Kelly Group in December 2013, Ana supported another wealth advisor team at J.P. Morgan. She began her career in financial services with UBS in 2005.
Ana earned a B.A. in Latin American Studies and Spanish from Colgate University. She also has her M.F.A. degree in Communication Design from Pratt Institute. A native of New York, Ana is originally from Syracuse and now resides in Queens, NY.
Insights
Wealth Planning
Estate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read Now
Outlook
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Markets
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
Outlook
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
Wealth Planning
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Markets
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Retirement
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
Wealth Planning
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Investing
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read NowWealth Planning
Estate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read NowOutlook
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read NowOutlook
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowWealth Planning
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowMarkets
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read NowRetirement
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowWealth Planning
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowInvesting
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.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.