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

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
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