About Anne

Anne Miller is a Client Associate at J.P. Morgan Wealth Management.

A valued member of The Lynch Inserra Kaufman Team, Anne is passionate about helping clients build and protect their wealth. Her focus is on maintaining positive and productive relationships with the high-net-worth individuals, families and businesses she serves. Anne handles client onboarding, account openings and maintenance, moving money and reporting. She also serves as the team's special projects coordinator.

Anne transitioned with the team to J.P. Morgan in 2023 from First Republic Private Wealth Management, where she served as a Senior Client Service Associate since 2022. Previous positions include Senior Client Associate at LRG Wealth Advisors, Financial Advisor at Mass Mutual, Associate Financial Advisor at Oppenheimer & Co., Office Manager at Mesirow Financial and Director of Research and Administration at Topmark Advisors. She launched her financial services career in 2004 at Mesirow Financial.

Anne earned an M.B.A. in Finance from Rutgers University and a B.A. from Hollins University. She holds the FINRA Series 7 and 66 securities licenses, along with Life, Accident & Health and Variable insurance licenses.

Anne lives in Summit, NJ, where she is active on the Vestry and the Stewardship Committee at her church. Over the years, she has served in many volunteer positions at her children's schools, in her community and on the Board of Trustees at the United Way of Northern New Jersey. In her free time, Anne enjoys spending time with her children and grandchildren, skiing and embarking on family trips abroad.

Insights

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