Rosybell MorelRosybell MorelClient Associate
"My responsibilities include onboarding procedures, monitoring transactions and maintaining account records."
About Rosybell
Rosy Morel is a Client Associate with J.P. Morgan Wealth Management. As a member of the Gilman Wealth Management Group, she provides account maintenance and operational support for high-net-worth individuals (and their families). Rosy's responsibilities include onboarding procedures, monitoring transactions and maintaining account records. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Rosy graduated from Queens College with a B.S. degree in Economics. She began her career in 2015 at Chase Bank as a Relationship Banker, where she gained valuable relationship management experience. Rosy joined J.P. Morgan in 2019, drawn to the firm's stellar reputation and executional platforms. She holds FINRA Series 6, Series 7 and 66.
She lives in Queens and in her free time, enjoys reading, keeping an active lifestyle and time with her family and friends.
Insights
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February 21, 2022Read NowInvesting
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March 3, 2022Three things are starting to become clear as the invasion continues.Read NowWealth Planning
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March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowWealth Planning
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New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowInvesting
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There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowInvesting
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowInvesting
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January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowInvesting
Will central banks have to cause a recession to tame inflation?
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Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now
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(212) 272-7006rosybell.morel@jpmorgan.com