Michael ZitoMichael ZitoInvestment Associate
About Michael
Michael Zito is an Investment Associate at J.P. Morgan Wealth Management.
As a financial services professional, Mike centers his efforts on identifying and implementing bespoke investment opportunities for clients with an emphasis on wealth and retirement planning.
He began his career in the financial services industry in 2019. Before joining J.P. Morgan, Mike was an Investment Associate at RBC Wealth Management and previously was at Signature Financial Group, where he focused on securities research. He also worked as a treasury account specialist for the commercial banking arm of Bank Leumi USA. He holds FINRA Series 7 and 66 securities licenses.
Mike graduated from the University of Delaware in 2019 with a B.S. in Finance. He was raised in Wyckoff, New Jersey, and currently resides in the Financial District of Manhattan. In his free time, Mike enjoys sports, hiking and traveling.
Insights
Outlook
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Retirement
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Retirement
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Investing
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Wealth Planning
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Wealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowOutlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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