About Allyson

Allyson Schmelzer is a Client Service Administrator at J.P. Morgan Wealth Management.

As a member of The Degenaars Babb Group, Allyson provides administrative and customer service support for high-net-worth families and individuals. Her responsibilities include addressing inquiries and ad hoc requests. Allyson works diligently to deliver an excellent customer experience.

Allyson graduated from SUNY Geneseo with a B.A. in International Relations and French. With four years of experience in financial services, she began her career in 2019 at First Republic as a Client Experience Associate. Allyson then moved to a full career at First Republic, where she acquired skills to carefully address individual clients' needs.

Allyson lives in Manhattan where she enjoys spending time with friends, trying new restaurants, and visiting museums.

Insights

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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