About Fran

Fran Margiotta is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.

As an integral part of the team, Fran's responsibilities include managing and streamlining primary and critical front-line administrative functions that support the team.

Fran has spent more than 20 years in financial services, and has a deep administrative management understanding of family offices and hedge funds, compliance and the ultra-high-net-worth business.

Prior to joining The Weikes Group in 2023, Fran held many positions within J.P. Morgan, working closely with senior management. She was the Assistant to the CEO of J.P. Morgan Securities and spent over a decade with him over his career. Her leadership skills and reputation for delivering exceptional client service are what she is best known for.

In 2020, Fran joined a wealth management team at First Republic as a Director and Business Practice Specialist, working with the two managing partners on all functions of their business until her return to J.P. Morgan.

During her personal time, Fran enjoys her home in the Adirondack Mountains surrounded by her husband, three children and four grandsons.

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
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