Michelle BenedictMichelle BenedictSenior Client Associate
About Michelle
Michelle Benedict is a Client Associate at J.P. Morgan Wealth Management.
Michelle serves as a reliable resource for clients of The HDYG Team, helping them gain greater control over their finances by addressing their operational and administrative needs. Extremely responsive, she brings warmth and empathy to her role, eager to put clients at ease and contribute to their financial well-being.
Within the team, Michelle holds a number of responsibilities, including new account onboarding, money movement, customized reporting, charitable giving and meeting scheduling. She prizes the opportunity to develop trusted relationships with clients, sensitive to their distinctive preferences. Michelle also appreciates the personalized nature of each client's interests and intentions, proud to help families advance a more secure framework for their wealth.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Michelle served as a Client Service Associate with First Republic Private Wealth Management. Previously, she was a Registered Client Service Associate with Fairway America, an investment manager focused on private real estate. Her career also includes two-and-a-half years with Phillips and Company Wealth Strategies, where she was an Administrative Client Associate, and three-and-a-half years with Scherzer Strom, where she was a Paralegal.
Originally from the Pacific Northwest, Michelle is a magna cum laude graduate of Eastern Oregon University, where she earned her B.S. in Business and Communication and Media Studies. She also earned her Associate's in Paralegal Studies from Portland Community College. Michelle holds FINRA Series 7, 63 and 66 securities licenses, and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Outside the office, Michelle is working toward her private pilot's license, following in the footsteps of her family members. In her free hours, she also loves to spend time with her rescue dogs, Cabo and Jet, and cat, Duchess.
Insights
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now