Eden HeitEden HeitClient Associate
About Eden
Eden Heit is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of FGF Partners, Eden provides attentive support and reliable follow-through to the team's clientele, helping them advance their financial goals by streamlining their administrative and operational needs. Clients look to Eden for assistance with account onboarding, inquiry resolution, team communications, money movement and reporting, among other needs.
Outgoing by nature, Eden demonstrates her genuine interest in each client relationship, creating an atmosphere where clients are understood and appreciated. She points to her adaptability and strong listening skills as two qualities that help her deliver a differentiated client experience. Extremely organized, Eden also prides herself on her strong follow-through, overseeing client requests with diligence and resolve.
Prior to joining J.P. Morgan Wealth Management in 2024, Eden was a Client Service Specialist with First Republic Bank. In this capacity, she worked closely with high-net-worth individuals and families to facilitate a variety of banking and lending services. Eden earned her B.S. in Finance from the College of Business at California State University, Long Beach.
Originally from Huntington Beach, California, Eden loves to spend time outdoors, including surfing, waterskiing, snowboarding, running and mountain biking. She also enjoys yoga. Weekends often find her in Mammoth, enjoying a variety of outdoor adventures.
Insights
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New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now
The importance of business cash management
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Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowA tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowMind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowNew York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read NowManaging cash: Make sure your assets are well protected
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September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read NowThe importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowWhen is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read NowInsight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now