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

Wealth Planning

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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(215) 864-5766Patricia.Bonsall@jpmorgan.com