Michelle FascianoMichelle FascianoVice PresidentWealth Planning Specialist
About Michelle
Michelle Fasciano is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Michelle joined the team at Merrill Lynch in 2011 and moved with her colleagues to First Republic in 2023 and later, to J.P. Morgan.
In each client relationship, Michelle calls upon her rigorous industry training as a Certified Financial Planner®(CFP®) professional to help clients explore their goals, set priorities, and prepare for situations they anticipate and those they don't. In her role, Michelle places a special emphasis on wealth legacy structuring, optimization and protection, working closely and continuously with clients throughout the group's wealth planning process.
In addition to her CFP®designation, Michelle holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and a B.S. in Finance and Economics from Fordham University. An active member of the Turner Syndrome Foundation, Michelle lives in Westchester, where she enjoys cooking with her husband and their two miniature Dachshunds, Winifred and Rosalie.
Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc. Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
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October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
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October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowHow an annuity can help as you plan for retirement
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October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now