Michelle HadiMichelle HadiClient Associate
About Michelle
Michelle Hadi is a Sr Client Associate with J.P. Morgan Wealth Management.
As a member of Blake Bertea's team, she provides operational and customer service support for high-net-worth individuals and family offices. Michelle's responsibilities include coordianting the operational aspects of the team and addressing all inquiries. She is the point person to help Blake and clients for all concerns and has a reputation for managing day-to-day activities in a steady and experienced manner.
Michelle graduated from San Diego State University with a B.A. in Business Finance and minor in Economics. With 14 years of experience in financial services, she began her career in 2008 at 401k Advisors as a RFP Analyst. Michelle then moved to UBS Private Wealth Management, Deutsche Bank, and rounded back to a team at UBS Wealth Management, where she helped move their book of business to RBC Wealth Management. Through her experience she built a reputation for attention to detail and gained valuable team lead experience. She joined J.P. Morgan in January 2022 and is proud to deliver outstanding service.
She holds FINRA Series 7 and 66 securities licenses.
Michelle lives in Newport Beach with her husband, Michael. In her free time, she enjoys traveling with her husband and spending time with her family and friends.
Insights
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October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowPreparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read Now