Marie SelbyMarie SelbyVice PresidentInvestment Associate
About Marie
Marie Selby is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Marie is the lead financial planner for The Leaverton Strahan Team. Licensed as a Certified Public Accountant (CPA) and Certified Trust and Fiduciary Advisor (CTFA) with over 15 years of experience in tax advising, estate planning, and trust administration, Marie partners with clients to design strategies to help advance their financial goals and personal priorities. She works closely with clients to integrate and organize multiple facets of their wealth.
Marie provides tailored analysis and strategic insights to individuals, families, and businesses, helping them pursue informed decisions. Collaborative by nature, Marie looks to support clients in discerning their options, engaging in ongoing discussions. She emphasizes that clients' financial plans are dynamic in nature, frequently revisited to reflect changing goals and circumstances, as well as market conditions and tax legislation. Clients look to Marie for an objective perspective that can help them weigh possible paths to their priorities. Mindful of each client's intentions, Marie looks to empower people to assess their options and take steady action.
Prior to moving to J.P. Morgan Wealth Management in 2023, Marie was a Director and Client Relationship Analyst with The Leaverton Strahan Team. Earlier, she served as a Trust Officer and Vice President for First Republic Trust Company as well as a Senior Accountant with local accounting firm, Geffen Mesher.
Marie earned her B.A. in Philosophy from the University of Oregon and her B.S. in Business with a minor in Accounting from Concordia University. She is a Trust School Graduate with Honors from Cannon Financial Institute. Marie is also a Certified Public Accountant (CPA) and holds the Certified Trust Fiduciary Advisor designation (CTFA).
Eager to give back to her community, Marie is a member of the OHSU Gift Planning Council Committee.
Marie and her husband Tim have two daughters. In her free time, she volunteers as a youth soccer coach.
Insights
Estate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read Now
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read NowEstate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read NowUS unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowTariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read NowEye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowHow to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowNavigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read NowOptions for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowAct now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowManaging your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now