About Michael

Michael Bourgeois is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of Girard & Associates, he is focused on the seamless coordination of administrative and operational activities to support the team's valuable mix of clients.

Michael is instrumental in facilitating the customer onboarding process, day-to-day account maintenance, wire transfers, journal entries and fund requests. He directly interfaces with other J.P. Morgan organizations to help ensure the successful implementation of appropriate accounts. Michael makes himself accessible to handle client inquiries and is always available to answer questions and facilitate requests.

Insights

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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