About Tracy

Tracy Caruso is an Investment Associate with J.P. Morgan Wealth Management. Tracy acts as Group Director for The Glackin Group at J.P. Morgan Wealth Management. She heads our client service team and is responsible for developing and implementing the team's suite of family office services. Tracy also serves as a main point of contact for client inquiries.

Tracy graduated from the University of Illinois, Chicago with a bachelor of science degree in Finance. With 14 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, Life and Health Insurance licenses and FINRA Series 7, 9, 10, 63 and 66 licenses.

A native of Wisconsin, Tracy currently resides in Haddon Heights, New Jersey with her daughter, Violet and husband, Santo.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.