Gregory WalkerGregory WalkerManaging DirectorWealth Advisor
About Gregory
Gregory Walker is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. He provides investment services and portfolio management for a diverse group of clients, including high-net-worth individuals and families, corporate executives and business owners.
Greg's approach to investing and decision making is built upon a bedrock of analysis and discipline honed by over three decades of experience in the financial services industry. He labors intently to find the appropriate mix of investment vehicles to help clients pursue their financial objectives, which range from wealth preservation and income production to aggressive growth over time. His market proficiency and the significant resources of J.P. Morgan's research capabilities give him the tools to create tailored portfolios for his clients that are consistent with their individualized goals and desired levels of risk.
Communication is a key element of his investing approach. To Greg, conversations should go deeper than reporting earnings on a regular basis. He imparts clarity and transparency when discussing investment choices with clients, and speaks in terms commensurate with their investing experience and sophistication. Greg strongly believes in looking out for his clients' best interests and genuinely cares about their situations and goals.
Greg began his career as an Analyst for Goldman Sachs and moved to Merrill Lynch to become a Financial Advisor. He joined Bear Stearns in 1987 and transitioned to J.P. Morgan in 2010. Greg proudly states that he has had the same business phone number for almost 30 years.
A graduate of Presbyterian College in South Carolina with a B.A. in Business Administration, Greg also holds an M.S. in Financial Management from American Technology University.
When not in the office or with clients, Greg is a passionate golfer with a single-digit handicap, a fitness buff and a jazz aficionado. He is an Elder at the Marble Collegiate Church and chairs its Investment Endowment Committee. Greg supports the Litchfield Jazz Camp, which helps children learn the art of music. He lives in New Jersey with his wife and son.
Insights
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now