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

Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
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