Joey Grover is a Senior Client Associate with J.P. Morgan Wealth Management. A seasoned member of The Gilman Wealth Management Group, he works in the team's Asset Servicing division, and draws on his deep understanding of clients' needs and preferences to manage the operational elements of the team.
Joey is both instrumental in and adept at helping to manage an eclectic array of client-driven requirements, including foreign currency transactions, retirement distributions and ACH processing. He brings a quantitative focus to perform cost-basis calculations and complex analytics. Additionally, he works in a personalized fashion with clients to effect estate planning transfers, international wires and cash flow management. Moreover, he is also the Educational Director of The Gilman Wealth Management Group where he both identifies and implements advanced strategies that benefit group members individually as well as the team as a collective unit.
With almost 20 years of industry experience, Joey has extensive proficiencies in financial services. He is a graduate of Touro College, where he earned a B.S. in Marketing.
Joey resides on Long Island with his wife, Bruriah, a Registered Nurse, and their young children, Joshua, Mindy, Ethan and Jake. Around the community, he is involved in his children's school, Stratford Road Elementary School. Joey is also active at his local synagogue, the Young Israel of Plainview. An avid sports fan, he enjoys outdoor activities with his family.