Kathleen "Kelley" BergerKathleen "Kelley" BergerInvestment Associate
About Kathleen
Kelley Berger is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The Amato-Waldbauer Group, she provides administrative and customer service support for high-net-worth individuals and families. Kelley's responsibilities include addressing inquiries, preparing financial documents and ad hoc requests. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Kelley began her career in 1983 at Ogilvy & Mather, working as Executive Assistant to the President for her last three years. With 23 years of experience in financial services, she continued her career in 2000 at Salomon Smith Barney as a client associate and then at Morgan Stanley Wealth Management where she acquired skills to carefully address individual clients' needs. She joined J.P. Morgan in 2018.
She holds FINRA Series 7 and 63 securities licenses.
Kelley is married with two children and a special rescue dog named Archie.
Insights
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