Maggie PetersenMaggie Petersen, CFP®Wealth Planning Specialist
About Maggie
Maggie Petersen is a Wealth Planning Specialist at J.P. Morgan Wealth Management.
Maggie builds strong relationships with clients and their families, supporting their ability to make informed decisions about the direction and purpose of their wealth. She develops tailored financial plans for an accomplished clientele, collaborating closely with people at varied points in their lives and careers so she can provide an accurate perspective on their goals. Maggie also strives to pinpoint possible efficiencies and remedy gaps, advancing a cohesive approach to client aspirations that reflects their distinctive circumstances.
Within the team, Maggie works closely with the team's lead partners to connect clients to the capabilities they need. Clients look to Maggie as a reliable resource who is determined to resolve their inquiries, quickly and seamlessly. She is skilled in integrating planning within a client's overall wealth context, encompassing a tax-sensitive approach to investing, balance sheet structuring, and wealth transfer. Maggie relates that she enjoys learning about each client's story, deepening her knowledge of their priorities and interests. She strives to make clients' lives simpler and easier, so they can find greater fulfillment from their wealth.
Maggie joined J.P. Morgan Wealth Management with her team in 2023. Earlier, she spent more than six years with First Republic Private Wealth Management, where she held a number of roles, ultimately serving as an Associate Director. Maggie began her financial services career in 2016 with Ascent Private Capital Management, where she was an Investment Analyst.
Maggie earned her B.S. in Finance with a minor in International Business from Santa Clara University. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP®Board of Standards, Inc.
Outside the office, Maggie loves to travel, ski, and attend live music events.
Insights
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
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July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now