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 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

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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