About Maggie

Maggie Adamchak is a Client Associate with J.P. Morgan Wealth Management.

As a member of The Hafner Group, Maggie provides operational and customer service support for high-net-worth individuals and families. Her responsibilities include onboarding procedures, fund transfers, preparing financial documents and maintaining account records. She works diligently to deliver excellent customer service.

Maggie graduated from Saint Joseph's University with a B.S. in Marketing and earned an M.B.A. from the University of South Florida. With four years of experience in financial services, she began her career in 2018 at Oakpoint Advisors as an Analyst and Investor Relations Associate. Maggie joined J.P. Morgan in 2020. She holds FINRA Series 7 and 66 securities licenses.

Maggie lives in Philadelphia with her husband, Mike. Outside of work, she enjoys traveling, staying active, and trying new restaurants throughout the city.

Insights

Wealth Planning

6 strategies to consider before year-end

December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Wealth Planning

Communicating wishes when preparing for a death

December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.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.