Patricia BonsallPatricia BonsallVice PresidentWealth Advisor
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About Patricia
Patricia Bonsall is a Vice President, Wealth Advisor and Portfolio Manager at 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. She is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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