Robin FetterolfRobin FetterolfWealth Advisor
LinkedInAbout Robin
Robin Fetterolf is a Wealth Advisor at J.P. Morgan Wealth Management.
As a partner of The Starker Delehanty Group, she works with her team's sophisticated clientele, which consists of affluent families and individuals, corporate executives and business owners. With over 10 years of experience, Robin manages and advises on portfolios of all asset classes, which include equities, fixed income, cash, and alternative investments. Aside from just investment advisory services, while utilizing JPM's internal resources, Robin provides her clients with several other of their financial needs. These include estate planning, retirement planning, life, accident and health insurance, lending and banking.
Robin began her financial career at J.P. Morgan during 2013 as a Summer Analyst, and joined the firm full-time after undergrad graduation in 2014. She has developed strong relationships with her and her team's clients, and has a real passion for helping people reach their investment goals.
Robin graduated with honors from Skidmore College with a B.A. in Economics and a minor in Management and Business. She holds the FINRA General Securities Series 7 license and the Series 66 Uniform Combined State Law Examination. She also holds her AIF® designation and the Life, Accident and Health Insurance license.
She is an avid athlete who played varsity lacrosse at Skidmore College and today enjoys skiing, tennis, running and cooking. Originally from Lloyd Harbor, New York, Robin graduated from Cold Spring Harbor High School and now lives in Manhattan, in the West Village.
Insights
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated 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 Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
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November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
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Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
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Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated 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 NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now