About Stuart

Stuart Wechsler is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a co-founder of the Schottenstein & Wechsler Group, Stuart directs a range of wealth-management services including investment strategies, asset allocation and wealth-transfer strategies. He also advises executives on concentrated equity management, monetization and diversification strategies.

Stuart has more than two decades of wealth management experience, working closely with clients to pursue their financial objectives. He joined J.P. Morgan Wealth Management in 2023. Previously, he was a Senior Managing Director and Wealth Manager at First Republic Private Wealth Management, which he joined in 2018. His career also includes 15 years as a Managing Director and Private Wealth Manager with the Merrill Lynch Private Banking and Investment Group. Earlier, Stuart was a Principal with Thomas Weisel Partners Private Client Department in San Francisco. He began his career with Montgomery Securities in New York.

A graduate of Emory University, Stuart earned his B.B.A. from the Goizueta Business School.

Stuart is an active supporter of local charities that benefit children, education and cancer research.

Insights

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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