About Mary Grace

Mary Grace Regan is a Client Associate with J.P. Morgan Wealth Management.

As a member of the O'Callaghan Thomas Team, she provides operational and administrative support for high-net-worth individuals and families. Mary Grace's responsibilities include onboarding procedures, custom client reporting, and fund transfers. She works diligently to deliver an excellent customer experience.

Mary Grace graduated from the College of the Holy Cross in 2021 with a B.A. in Economics. She also received a minor in Statistics, and was a member of the Ciocca Center for Business, Ethics, and Society. She joined J.P. Morgan upon graduation, where she has built the foundation for a career in financial services.

She holds FINRA Series 7 and 66 securities licenses.


Wealth Planning

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