
Maggie PetrilloMaggie PetrilloWealth Advisor
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

Losing a loved one: A checklist of tasks to consider
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Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
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
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
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
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
