Holly HurleyHolly HurleyVice PresidentRelationship Manager
About Holly
Holly Hurley is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
As a member of Gilman Private Wealth, Holly works in the team's Investment Management and Relationship Development divisions. Holly leads two pillars of our Wealth Foundation Academy, Pillar 2: Estate Tax Management, Inheritance Planning & Wealth Preservation, and Pillar 5: Risk Management & Philanthropy.
As a former practicing attorney, Holly serves as a valuable liaison between the group's individual clients and their legal advisors to facilitate and employ a wide range of estate planning strategies that accomplish and exceed client goals. Holly works directly with clients and listens compassionately to understand their hopes and objectives for the financial futures of themselves and their families and helps empower those clients to pass on meaningful legacies that will impact generations to come. Additionally, she serves as the Co-Head of Educational Development for the team, focusing on knowledge development.
Prior to joining Gilman Private Wealth, Holly had a successful career practicing law in Tennessee and New York, counseling many individuals and families through the complex process of estate planning, asset protection and generational wealth preservation.
Holly graduated from The University of Mississippi with a B.A. in Journalism and earned her Juris Doctor from Mississippi College School of Law. In addition, Holly also holds her FINRA Series 7 and 66 securities licenses.
Holly resides in Manhattan and enjoys taking advantage of the arts, music, culture, parks and restaurants around New York City.
Insights
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October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All 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 Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now