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

Losing a loved one: A checklist of tasks to consider

October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Wealth Planning

Asset titling: How to title your assets for estate planning

October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Markets and Economy

Credit markets look for AI’s weak links

October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
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