Neil KoricanacNeil Koricanac, CPWA®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Neil
Neil Koricanac is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Neil is an Executive Director, a Wealth Advisor, and a co-founder of the Ver Bockel Raihle Koricanac Group. Neil works closely with highnet-worth individuals and families, helping them grow, preserve, and transfer their wealth more effectively. He provides tailored advice and guidance to address the specific objectives of each client, accustomed to unwinding the intricacies of their financial lives.
A skilled problem solver, Neil enjoys uncovering creative approaches for a range of financial needs. He values transparency and communication, enabling clients to develop an informed understanding of the opportunities and challenges inherent in managing significant wealth. He also has extensive experience in portfolio analytics and construction. Neil stays apprised of developing themes in the capital markets, sensitive to each client's risk tolerance, time horizons, and investment preferences.
Neil has worked in wealth management for more than a decade. He began his career in 2013 at Merrill Lynch in Chicago, where he served as a Financial Advisor within the Private Banking and Investment Group. In 2019, Neil moved to First Republic Private Wealth Management with his team. He has been a Wealth Advisor with J.P. Morgan Wealth Management since 2023. Neil graduated from Indiana University's Kelley School of Business with a B.S. in Finance. He holds the Certified Private Wealth Advisor®(CPWA®) designation.
CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.
Insights
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November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now