About Heather

Heather Anderson is a Vice President and Senior Client Associate at J.P. Morgan Wealth Management.

She is responsible for the ongoing administration and day-to-day servicing of client deliverables. With more than 25 years of leadership at JPMorgan Chase, Heather possesses both a deep understanding of firm operations and a breadth of experience in servicing clients. Previously, Heather managed multiple branches at the firm, including opening new locations and overseeing branch operations. This included rigorous ongoing support for financial advisors, lending officers, business bankers, and their clients. She further honed her commitment to operational excellence as a Client Associate at Merrill Lynch.

Heather is a Series 7 and 66 licensed professional. A longtime resident of South Florida, Heather can be found staying active, volunteering with local charities, and traveling to new places.

Insights

Outlook

2025 Outlook update: How to parse policy uncertainty

March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets

The bull side, the bear side and the reality

March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate

What to know about tax-aware borrowing

March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
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