William SlayneWilliam SlayneManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
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
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now