Abby SwiatkowskiAbby SwiatkowskiInvestment Associate
About Abby
Abby Swiatkowski is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Seltzer Group, she provides operational and administrative support for the team's high-net-worth clients. Her responsibilities include onboarding procedures, monitoring transactions, fund transfers, and preparing financial reports. Abby's deep understanding of the firm's extensive platforms enables her to provide a personalized experience to the team's sophisticated clients.
Abby graduated from Penn State University with a B.S. in Advertising and a minor in Business Administration. With three years of financial services experience, she began her career in 2019 at Vanguard as a Brokerage Investment Professional. Abby later joined Morgan Stanley's Wealth Management division where she worked as an Ultra High Net Worth Registered Representative.
Abby currently resides in Hoboken. Outside of the office she enjoys cooking, volunteering, cheering on Penn State's Football Team, and most importantly spending time with her family and friends.
Insights
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Markets and Economy
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Wealth Planning
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Retirement
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Family Legacy
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Wealth Planning
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Wealth Planning
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January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMarkets and Economy
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January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowRetirement
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January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowRetirement
Should I convert to a Roth IRA?
January 20, 2026Some 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 NowMarkets and Economy
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowWealth Planning
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