Leonor GallagherLeonor GallagherBusiness Management Specialist
About Leonor
Leonor Gallagher is a Business Management Specialist with J.P. Morgan Wealth Management. As a vital member of Girard & Associates, she often serves as the first point of contact for the team's valued clients.
Drawing on her marketing skills, Leonor dedicates a large portion of her time to planning and organizing business development initiatives for the practice. When working with clients, she listens closely to hone in on the totality of their personalized goals and objectives. Additionally, Leonor maintains ongoing communication efforts and plans portfolio reviews. She is in the process of completing her degree in Business Administration and Management at Palm Beach State College.
Leonor grew up in Venezuela and is fluent in Spanish and Portuguese. She has lived in Palm Beach County since 2002 and presently resides in West Palm Beach with her husband, Ryan. In her free time, she enjoys training in martial arts.
Insights
Family Legacy
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May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning
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Retirement
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Wealth Planning
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Markets
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Business Planning
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowFamily Legacy
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowOutlook
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowCybersecurity
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowRetirement
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May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowMarkets
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWealth Planning
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarkets
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowBusiness Planning
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
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