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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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