Maria KillionMaria KillionSenior Client Associate
About Maria
Maria Killion is an Associate at J.P. Morgan Wealth Management.
As a member of The Armour Bellavia Stuhlman Group, she provides customer service and operational support for high-net-worth individuals and families. Maria's responsibilities include coordinating the operational aspects of the team and addressing inquiries. She serves as a dedicated resource for all client concerns.
Maria graduated from Florida Atlantic University with a B.B.A. in Entrepreneurship and Real Estate. With over 10 years of experience in financial services, she began her career in 2014 at Franklin Templeton as an Analyst in Country Registration of Mutual Funds, then moved to Morgan Stanley where she built a reputation for her attention to detail. Maria joined J.P. Morgan in March, 2020. She holds FINRA Series 7 and 66 securities licenses.
Maria enjoys working out regularly. She is an avid runner and has participated in several 5Ks in the South Florida area.
Insights
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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 NowRetirement
Leaving your job
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November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read NowWealth Planning
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November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowMarkets
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November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowMarkets
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowWealth Planning
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
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