About LisaMarie

LisaMarie Passariello is an Investment Associate with J.P. Morgan Wealth Management.

An equally driven and valuable member, LisaMarie works primarily in the Investment Management and Relationship Development divisions of Gilman Private Wealth Management. Among a number of other responsibilities, she leans on her strong accounting skills, serving as a coordinator between Gilman Private Wealth Management and the accountants of their clients. Additionally, LisaMarie holds her FINRA Series 7 and Series 66 licenses.

A graduate of the University of Connecticut, LisaMarie holds a bachelor's degree in accounting. She began her career in public accounting where she gained valuable income tax knowledge as well as her Certified Public Accountant license. LisaMarie joined J.P. Morgan in 2022 and has already proved to be an invaluable addition.

LisaMarie enjoys spending her free time traveling and connecting with both her friends and family.

Insights

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.