Karen WandreyKaren WandreyVice PresidentSenior Client Associate
About Karen
Karen Wandrey is a Vice President and Senior Client Associate at J.P. Morgan Wealth Management.
She brings over 14 years of experience in the financial services industry to service the clients of The Meyers Group.
Karen assists the team in offering a broad range of financial services to Silicon Valley founders, entrepreneurs and executives, helping to empower them financially. She supports new and existing client relationships, performing critical investment and wealth management activities.
Karen graduated from Ohio Wesleyan University with a B.A. in Economics and Psychology. She began her career in 2010 at Union Bank as an Investment Associate. She then moved to First Republic Bank in 2015, where she gained valuable investment research and analysis experience. Karen joined J.P. Morgan in 2023. She holds FINRA Series 7 and 66 licenses.
Karen lives in Marin County, where in her free time, she enjoys staying active, reading, working on DIY projects, and spending time with family.
Insights
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December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
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