Tracy CarusoTracy Caruso, CFP®Investment Associate
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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November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now