Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022

About William

William A. Slayne is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Bill develops enduring relationships with wealthy individuals and families, helping them discern what they want to achieve with their wealth and pursue those goals through focused attention and tailored advice. He offers the character and consistency to support clients in advancing meaningful objectives, providing them with greater ease and reliability in managing their financial affairs.

Bill views each client relationship as a partnership that requires ongoing communication, collaboration, and active engagement. He emphasizes that his approach is about solving problems, simplifying complexity, and educating multiple generations. "Client care is what we're all about," he notes. Bill also believes heavily in the value of stewardship—a principle that inspires his efforts to help clients preserve and grow their wealth in a responsible manner.

With more than 35 years in wealth management, Bill draws on a deep reservoir of knowledge. Prior to moving to J.P. Morgan Wealth Management with his team in 2023, he spent twelve years with First Republic Bank, where he was a Managing Director and Wealth Manager. Earlier in his career, he served as a Portfolio Manager and Team Leader with BNY Mellon Wealth Management, where he was responsible for managing private client, personal trust, and private foundation assets. Bill developed his investment acumen in part at U.S. Trust, where he was a Senior Vice President and Senior Portfolio Manager. He began his career in 1988 as a Senior Trust and Estate Officer with Chemical Bank after earning his B.A. from the University of Delaware.

Bill lives in Saddle River, New Jersey, with his wife, Tracy. They have three adult daughters. Bill has been a long-time volunteer with the Saddle River Fire Department. In his free time, he loves being outdoors—skiing, hiking, golfing, or spending quality time with his family at the Jersey Shore.

Insights

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