
Joey K. GroverJoey K. GroverSenior Client Associate
About Joey
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.
Insights

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June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
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The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
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