Patricia BonsallPatricia BonsallVice PresidentWealth Advisor
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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
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
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A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
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The defensive playbook isn’t your average inflation roadmap
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Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now