Bernadette BucchereBernadette Bucchere
Vice President
Client Associate

"My responsibilities include onboarding procedures, executing trades, addressing inquiries and overall customer service."

About Bernadette

Bernadette Bucchere is a Vice President and Client Associate at J.P. Morgan Wealth Management.

As a member of the team, she provides operational and customer service support for high-net-worth individuals and institutional clients. Bernadette's responsibilities include onboarding procedures, executing trades, addressing inquiries and overall customer service. She works diligently to deliver an excellent customer experience and has a reputation for managing day-to-day activities in a steady and experienced manner.

With almost 40 years of experience in financial services, she began her career in 1982 at CJ Lawrence & Co., in their syndicate department, as an Assistant. She moved to a J.P. Morgan predecessor firm as a Client Associate, where she developed skills to carefully address individual clients' needs and built a reputation for attention to detail. Bernadette transitioned to her current role in 2008. She holds FINRA Series 7 and 63 securities licenses.

Active in her community, Bernadette volunteers at her local church. She also serves as Treasurer of a local Families Anonymous Group, an organization that helps provide a twelve-step program for families and friends of individuals with behavioral and substance abuse issues. She lives in Marlboro, NJ with her husband, Stephen, and in her free time enjoys cooking, reading, hiking with her dogs and

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.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.