About William

William Slattery is a Client Associate at J.P. Morgan Wealth Management.

As a pivotal member of The Apollo Group, William provides customer service and account maintenance support for his colleagues and clients of the team. His responsibilities include onboarding procedures, fund transfers, monitoring transactions and ad hoc requests. He serves as a dedicated resource for all client concerns and works diligently to deliver noteworthy client experiences.

William graduated from Tulane University in New Orleans with a B.A. in Political Economy and International Relations. He began his career in 2023 at First Republic Private Wealth Management.

William currently resides in Manhattan. Outside of the office, he is the VP of Professional Development for the Tulane Club of New York and is a volunteer at The Bowery Mission. In his spare time, William enjoys reading, skateboarding and exploring New York City's historical sites.

Insights

Wealth Planning

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