Tracy CarusoTracy Caruso, CFP®Investment Associate
Awards and Industry Recognition
Forbes
About Tracy
Tracy Caruso is an Investment Associate with J.P. Morgan Wealth Management.
Tracy is charged with orchestrating The Glackin Group's day-to-day operations, keeping the team on track and managing critical front-line functions in support of high-net-worth individuals and their families. She drives new initiatives that keep the Advisors at the forefront of innovative ideas and helps enhance the group's suite of family office services. Tracy navigates the breadth of J.P. Morgan to connect clients with specialists that align with their important goals. Her planning approach enables her to proactively address the needs of clients and colleagues alike.
Tracy graduated from the University of Illinois, Chicago with a B.S. in Finance. With over 15 years of experience in financial services, she began her career in 2008 at Deutsche Bank Alex. Brown as a Registered Sales Associate. Tracy then moved to Morgan Stanley Private Wealth Management, where she was responsible for investment due diligence, asset allocation and financial planning for an ultra-high-net-worth practice. She joined J.P. Morgan in 2021.
She holds the CERTIFIED FINANCIAL PLANNER® designation and FINRA Series 7, 9, 10, 63 and 66 securities licenses.
A native of Wisconsin, Tracy currently resides in Haddon Heights, New Jersey with her daughter, Violet and husband, Santo. She is a passionate advocate for individuals struggling with rare neuro-immune diseases and migraines, sharing her own personal story of survival and supporting others who face similar challenges.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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March 24, 2026There 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 NowCommon financial milestones women experience throughout their lives
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March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowStock-based compensation and the Section 83(b) election
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