About Marsha

Marsha Moulder is a Client Service Administrator with J.P. Morgan Wealth Management. As a member of the Burns Wealth Management Group, she provides administrative and client service support for high-net-worth individuals and their families. She also plays an integral role in the team's marketing and client communications.
Marsha graduated from University of Florida with a B.S. degree in Advertising. She began her career in the financial industry in 2009 as an executive assistant for a busy CPA firm in Vero Beach, Florida. After relocating to North Palm Beach, Florida, she joined Bob Burns at Merrill Lynch, Pierce, Fenner and Smith Inc. in 2012. Marsha moved to J.P. Morgan with Burns Wealth Management Group in 2018.
Active in her community, Marsha raises money for Susan G. Komen Race for the Cure, supporting breast cancer research, a foundation dear to her heart. She is a member of Friends of MacArthur Beach State Park in North Palm Beach and volunteers at beach cleanups in Palm Beach and Indian River counties.

Insights

Select this article to learn more about our latest insights
Wealth Planning

What is a living trust?

May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Investing

What motivates borrowers to leverage different lines of credit?

May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2026

May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.