Edward J. Duffy, Jr.Edward J. Duffy, Jr., CFP®Executive Director, Wealth Advisor
About Edward
Ed Duffy is a Wealth Advisor with J.P. Morgan Wealth Management.
Ed works closely with entrepreneurs, corporate executives and other professionals to help guide them through the complexities of financial decision-making. He forges deep relationships by taking a personalized approach, listening carefully to understand each client's aspirations and what they want to accomplish with their wealth. His focus is on developing and implementing long-term strategies that help align their goals and values with their overarching financial picture.
By working proactively with multigenerational families, Ed offers the confidence that their needs will be carefully addressed. He advises his clients on funding education, as well as retirement and legacy planning.
Ed's background spans more than four decades in financial services, and he was most recently at Wells Fargo and Morgan Stanley. He joined J.P. Morgan in 2023 to blend his experience with the world-class capabilities of an industry leader. Ed holds the CERTIFIED FINANCIAL PLANNER® designation. He earned a B.A. from Emory University in Atlanta and an M.B.A. from Columbia University in New York.
Ed lives with his wife of 26 years, son and golden retriever in Northern Virginia. He has been involved with youth athletics and animal rescues for many years.
Insights
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June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
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