About Holly

Holly Hurley is a Vice President and Investment Associate with J.P. Morgan Wealth Management. As a member of the Gilman Private Wealth Management Group, Holly works in the team's Investment Management and Relationship Development division. Holly leads Pillar Two of the Wealth Foundation program, Estate Planning, Inheritor Services & Wealth Preservation. 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 the Gilman Private Wealth Management Group, 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 Bachelor of Arts degree in journalism and earned her Juris Doctor from Mississippi College School of Law. Residing in Stamford, Connecticut, Holly enjoys weekends on the water, gardening and entertaining. She is also an enthusiastic fan of the arts and can often be found taking in the many exhibits, shows and performances across New York City.

Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
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5 facts for investors to consider

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Investing

Debt ceiling drama: What you need to know

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