Gary RaczkowskiGary RaczkowskiExecutive DirectorWealth Advisor
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
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now