Patricia BonsallPatricia Bonsall
Vice President
Wealth Advisor

"Our boutique-quality focus enables us to serve as an advocate to help secure your future and that of the next generation."

About Patricia

Patricia Bonsall is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. A long-standing member of The Glackin Group, she serves the needs of highly placed executives, successful entrepreneurs, affluent individuals and their families, delivering high-touch attention for their sophisticated financial needs.

Patty works diligently to understand each client's desires and to establish a foundation that cares for the entirety of their wealth management needs. She offers retirement planning, trust & estate strategies, education preparation, banking and lending services. Patty marries her deep industry background with a goals-based process to help deliver the comfort and confidence that helps clients stay the course. She is skillful at making a big firm feel small and derives personal fulfillment from her impact on families.

With a career at Morgan Stanley that began more than 30 years ago on April Fool's Day, Patty has navigated many market cycles. In 2020, she joined J.P. Morgan with her team to provide the resources of an industry leader and the responsiveness that every client deserves.

Patty is a graduate of West Chester University in Pennsylvania, where she majored in Business and minored in Political Science. To relax, she loves to travel, read and spend time with family and friends.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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