Joey K. GroverJoey K. GroverSenior Client Associate
About Joey
Joey Grover is a Senior Client Associate with J.P. Morgan Wealth Management.
A seasoned member of The Gilman Private Wealth Management Group, he works in the team's Asset Servicing division, and draws on his deep understanding of clients' needs and preferences to manage the operational elements of the team. Joey's proficiency and knowledge makes him incredibly valuable to our clients and he leads Pillar One on Banking and Trust Services, as part of the Wealth Foundation program.
Joey is both instrumental in and adept at helping to manage an eclectic array of client-driven requirements, including foreign currency transactions, retirement distributions and ACH processing. He brings a quantitative focus to perform cost-basis calculations and complex analytics. Additionally, he works in a personalized fashion with clients to effect estate planning transfers, international wires and cash flow management.
With almost 20 years of industry experience, Joey has extensive proficiencies in financial services. He is a graduate of Touro College, where he earned a B.S. in Marketing.
Joey resides on Long Island with his wife, Bruriah, a Registered Nurse, and their young children, Joshua, Mindy, Ethan and Jake. Around the community, he is involved in his children's school, Stratford Road Elementary School. Joey is also active at his local synagogue, the Young Israel of Plainview. An avid sports fan, he enjoys outdoor activities with his family.
Insights
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May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now