Roy N. AppleRoy N. Apple, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Barron's
About Roy
Roy Apple is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
He provides investment management services to highand ultra-high-net-worth individuals, entrepreneurs and foundations. Roy also serves retirees whose primary objectives are preserving capital, maintaining their current lifestyles, and providing for their philanthropic interests. He manages growth, balanced and ETF portfolios. Roy has been designated as a Portfolio Manager by J.P. Morgan. As a member of this select group of advisors, he completed a rigorous screening process to manage discretionary client accounts. His portfolios routinely undergo quantitative and qualitative reviews assessing their investment strategy.
Roy has over 30 years of financial services experience, including a background in both fixed income and equities. His conservative philosophy informs his approach of seeking attractive risk-adjusted returns for his clients. His relationship skills underscore the importance of proper fit with each client's personality, and his service orientation demonstrates his care and concern about them and their assets.
Beginning his career at a municipal bond and fixed income firm in 1987, Roy gained substantial experience in that segment of the market. He attended the Equity Institute at PaineWebber (now UBS) in New York (1993). Roy transitioned with his team from Deutsche Bank to J.P. Morgan in 2014.
Roy grew up in Troy, New York, the youngest of five boys, and his interest in numbers propelled him to earn a B.S. in Finance from Florida State University. He and his wife, Sharon, live in Juno Beach with their son, Jake, and daughter, Phoebe. Their family enjoys spending time at their second home in Bretton Woods, New Hampshire.
An important part of Roy's life is giving back to the community. He sits on several boards of non-profit organizations for senior living and cancer research, among others. Currently, Roy sits on the Board of Governors of the Business School at Florida State University. Roy grew up playing all sports, but it's now golf where Roy enjoys spending most of his free time. He currently carries a three handicap, and when he's not on the course, he also enjoys running, playing tennis and hiking the White Mountains of New Hampshire.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
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