
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

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The next chapter: Diving deeper into the tariff saga
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Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
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Finding opportunity in increasing deficits
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J.P. Morgan Summer Reading List 2025
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Helping your parents retire: How to get started
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What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now