Maggie AdamchakMaggie AdamchakClient Associate
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
Retirement
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Retirement
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Markets and Economy
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Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowFamily Legacy
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November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowMarkets and Economy
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October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowFamily Legacy
Redefining family wealth as well-being
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October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
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