David ReiserDavid Reiser, CFP®, AIF®
Managing Director
Wealth Partner

"I have built my practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance."

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2020 • 2018 • 2017 • 2016

About David

David Reiser is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

As the founder of The Reiser Wealth Management Group, he delivers holistic financial planning strategies tailored to the personalized requirements of a wide breadth of clients and their multigenerational families. David has built his practice upon a steadfast belief that all clients, regardless of their financial circumstances, merit sound and conservative guidance. He acts as a concierge to direct the full resources of the firm toward pursuing customized needs. David works to instill a sense of financial discipline, yet is known for encouraging individuals to spend on meaningful goals. He is committed to managing relationships with the utmost trust and integrity.

Involved in wealth management since 1986, David began his career at Kidder Peabody and continued with the firm through acquisitions by Paine Webber and UBS. Subsequently, he honed his skills at Smith Barney Wealth Management. In 2018, David and his team joined J.P. Morgan, drawn to the firm's entrepreneurial environment, intellectual capital and award-winning research.2 With offices in Miami, New York and Rhode Island, he serves clients across the East Coast and in other areas of the United States.

David is a highly educated wealth partner with strong capabilities across a multitude of important disciplines: B.S. in BioMechanical Engineering from Rensselaer Polytechnic Institute; M.B.A. from the Rensselaer Lally School of Management; M.S. in Financial and Estate Planning from the College for Financial Planning; Certified Financial Planner (CFP) accreditation; Accredited Investment Fiduciary (AIF).

David is the co-author of: Letters from Home: A Wake-Up Call for Success & Wealth (Wiley, 2010), and Wealthbuilding: Investment Strategies for Retirement and Estate Planning (Wiley, 2002). David and his wife, Andrea, are residents of Miami, Florida. They are the proud parents of four sons, including a set of twins.

CFP® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®." Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.