Marie SelbyMarie SelbyWealth Advisor
About Marie
Marie Selby is a Wealth Advisor at J.P. Morgan Wealth Management.
Marie is the lead wealth 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
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now