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 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.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 Now