Patricia BonsallPatricia BonsallVice PresidentWealth Advisor
LinkedInAbout 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 understands that families with substantial assets seek an unbiased source of transparent advice that can help integrate their financial picture into one cohesive scenario. She takes a highly personal approach, meeting one-on-one and listening carefully to each individual's story so she may tailor her recommendations to their aspirations, concerns, the dreams they share for their family and the legacy they wish to leave.
Whether clients require retirement planning, trust & estate strategies, education preparation, lending and more, Patty marries her deep industry background with a goals-based process to help deliver the comfort and confidence that help 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 that began at Morgan Stanley 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
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowBusiness succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowThe next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read NowWhere to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowHow parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowFinding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now