Edward J. Duffy Jr.Edward J. Duffy Jr., CFP®, AIF®Executive DirectorWealth Advisor
About Edward
Ed Duffy is an Executive Director and 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 multi-generational 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 is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited
Investment Fiduciary (AIF®) 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 28 years, son and golden retriever in Northern Virginia. He has been involved with youth athletics and animal rescues for many years.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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