
Madelyn R. Miller
Awards and Industry Recognition


Forbes
Welcome
At J.P. Morgan Wealth Management, my clients benefit from the best of both worlds: the personalized service of a boutique organization and the global resources of one of the strongest and best capitalized financial services firm in the world.
I am able to create solutions that address your specific needs, whether you seek a strategic investment approach, professional portfolio management or a broader range of wealth management services.
I care deeply about my clients, and I am passionate about working with them to insure long-term financial objectives are met by the strategic investment plans we customize. My priority is to help clients like you accomplish short- and long-term goals, taking into consideration your personal and professional objectives. Whether you are adding to your investment portfolio or are drawing from it, I can help you optimize the balance between your income, assets and spending.
In addition to the investment side, I can help you with your personal and business banking and all types of financing, including mortgages, home equity and advised lines of credit. You are able to simplify your life by combining all financial aspects with one institution. Of course, all your accounts can be linked online, and you can see everything in one place.
I invite you to contact me to learn more about how we can work together to address your specific needs.
Investment Approach
Our priority is to get to know you in order to understand your needs and objectives, both personal and financial. In this way, we can create a plan that can address your short- and long-term financial issues. Our goal is to help guide you on a path toward meeting your financial goals.
We develop an investment strategy that supports your financial plan, taking into consideration your risk tolerance and time horizon. In our capacity as your trusted advisor, we implement and manage your integrated diversified portfolio. We continually monitor and modify your portfolio, as necessary, according to your lifecycle changes and changes in the capital markets.
Based on our team experience and the broad range of advisory and wealth management services offered at J.P. Morgan, we are able to create tailored strategies that address your specific needs. Our team draws on the award-winning research at J.P. Morgan. Through us, you have access to J.P. Morgan's industry-leading investment and trading professionals.
You have the benefit of a team that delivers the highest level of personal service, supported by the resources of one of the largest and most respected financial firms in the world.
Learn More
Insights

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 Now
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 Now
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 Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
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 Now
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 Now
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 Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
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
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 Now
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 Now
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 Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
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 Now
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 Now
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 Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
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