About Maggie

Maggie Petrillo is a Wealth Advisor at J.P. Morgan Wealth Management.
Maggie works with business owners, entrepreneurs, corporate executives and high-net-worth families, providing tailored advice and a bespoke client experience while leveraging the full strength and resources of the firm.
Maggie focuses on helping her clients navigate the financial decisions that shape their long-term goals, from investment strategy to planning considerations around retirement, tax and estate planning, and equity compensation. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and community leaders.
Before joining J.P. Morgan in 2022, Maggie began her career at Morgan Stanley in 2015. She earned her B.A. in History from St. Joseph's University. She remains actively involved with St. Joe's as a mentor in the Dean's Leadership Program.
Outside of work, Maggie is an avid runner. She also enjoys golfing, photography and reading–especially history. She lives in Philadelphia.

Insights

Markets and Economy

Is the momentum trade over?

June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
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Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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Business Planning

Business succession planning: Building an effective team

June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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