Emory Simpson FordEmory Simpson FordAssociateClient Associate
About Emory
Emory Simpson Ford is a Client Associate at J.P. Morgan Wealth Management.
Emory joined the firm in 2023 with her colleagues from First Republic after working with them for a year in New York. Prior to that, she spent eight years in client service roles, at First Republic in South Florida and Bessemer Trust in Dallas.
Energy and enthusiasm are trademarks of Emory's approach to client service. She feels fortunate to hear from clients each day, and not only respond to their requests in a timely manner, but anticipate their needs with proactive suggestions that streamline their efforts.
Emory grew up outside of Philadelphia and graduated with a B.B.A. in Accounting from the Cox School of Business at SMU in Dallas. After a senior-year internship at KPMG, she decided to pursue a career where she could directly serve the best interests of individuals and families. Emory and her husband, Jay, reside on the Upper East Side of Manhattan with their baby girl, Elle.
Insights
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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