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

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

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Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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