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Harriet DowerHarriet DowerVice PresidentBusiness Management Specialist
About Harriet
Harriet Dower is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.
Harriet provides reliable leadership to The BG Group, overseeing its operations and helping create a client experience notable for its immediacy and responsiveness. She offers the knowledge she has gained from extensive exposure to the needs of high-net-worth and ultra-high-net-worth clients, fostering a seamless experience that seeks to provide clients with the confidence they need to pursue their goals more effectively.
Within the team, Harriet holds a number of responsibilities. She leads the team's Client Associates, allocating an effective workflow and guiding team members on the firm's processes and systems. She is particularly skilled in addressing complex client requests that require individualized attention and persistent follow-through. Committed to excellence, Harriet fosters a high-achieving culture that prioritizes the timely resolution of client inquiries. She also spearheads team collaboration, leading regular meetings to ensure the smooth delivery of client services and robust client coverage. Analytically skilled, Harriet also oversees budgetary and reporting functions, helping to ensure the team is advancing its objectives.
Harriet draws on more than 20 years of experience in financial services. Prior to moving with her team to J.P. Morgan Wealth Management in 2023, she spent eight years with First Republic Private Wealth Management, where she was a Director and Business Practice Manager. Earlier, Harriet worked for six years at Barclay's Wealth Management, where she met Rick Gordon and Hugh Beecher, becoming an integral part of their team. Her career also includes seven years with Lehman Brothers, where she gained valuable operations experience. She has worked in investing and wealth management since 2000.
Harriet holds FINRA Series 3, 7, 63, and 66 securities licenses.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Making the transition to retirement
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Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now