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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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