Shelby AndersonShelby Anderson
Executive Director, Wealth Planning and Advice

About Shelby

Shelby Anderson is an Executive Director on the Wealth Planning and Advice team covering the Central Division of J.P. Morgan Wealth Management.

The team is comprised of former practicing tax and trust and estate lawyers who work with clients and their tax and legal advisors to provide expertise in estate, trust, and tax planning strategies, retirement planning, stock option management, business succession planning, concentrated position management, and other personal planning strategies.

Shelby joined J.P. Morgan in 2019 as a Vice President and Assistant General Counsel before transitioning to the Wealth Planning and Advice Team in early 2022. Prior to joining J.P. Morgan, Shelby was an attorney for Ice Miller LLP where she advised individuals on sophisticated estate planning, succession planning, charitable planning and wealth transfer planning strategies.

Shelby received her B.S. in Finance from The Ohio State University and her J.D. from Indiana University. She is a member of the State Bar of Illinois, Indiana, and Ohio.

Insights

Markets

A half-year roundup: 50 events shaping 2025 so far

July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.