
Fran MargiottaFran MargiottaVice PresidentBusiness Management Specialist
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

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Helping your parents retire: How to get started
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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How to successfully gift to heirs
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April 2025 inflation rate lower than expected: What this means for investors
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