About Gary

Gary Raczkowski is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management. With over 30 years of experience in the financial services industry, he focuses on wealth management, executive services and corporate retirement planning.

Gary primarily works with high-net-worth individuals, corporate executives, retirees, small business owners and foundations. He has developed deep and long-lasting relationships with his clients and credits their loyalty to the time he has invested with them at the outset to develop a comprehensive understanding of their goals.

As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Gary is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.

Gary manages portfolios on a discretionary basis, calling upon his technical and analytic skills, and utilizes J.P. Morgan's award-winning research capabilities to guide in the security selection process. He provides his clients with periodic updates on their positions, giving them the luxury of concentrating on their families and businesses, all the while being comfortable that the professionals are watching over their investments.

Gary appreciates the boutique nature of J.P. Morgan, which offers the flexibility to accomplish what clients require — providing access to an extensive range of products and services to assist his clients with strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit.

Gary has been with J.P. Morgan (formerly Bear Stearns Private Client Services) for over 20 years. Prior to joining Bear Stearns in 1996, he was an Associate Director at Wells Fargo (1989-1996). Gary earned his B.B.A. in Finance from the College of William and Mary in Williamsburg, VA.

In his spare time, he enjoys engaging in the perpetual quest of improving his mediocre golf game.

Insights

Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.