
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

Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now