About Mary Jane

May Jane Volfson is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.

Mary Jane gives unwavering dedication to supporting all facets of our team's priorities and our clients' financial lives. She joined The Reinstein Nelson Team in 2006 and is intricately involved in our operations. With almost two decades of industry experience, she is deeply

connected to supporting the close, personal client care that is the bedrock of our service. Each business, family, or individual's financial picture has a unique set of day-to-day needs, and Mary Jane is driven to closely engage and proactively serve. She appreciates supporting our high-net-worth clients with a diligence and diverse skillset that helps them build and pursue a meaningful wealth journey. Mary Jane joined J.P. Morgan Wealth Management in 2023 after serving at First Republic. She further worked at Merrill Lynch Wealth Management, where she gained 16 years of experience as an Investment Management Specialist AVP. Mary Jane is committed to furthering her industry education, and as such, earned the Chartered Retirement Planning Counselor® professional designation. Her strengths include supporting investment implementation, retirement planning, cash management and lending. She is deeply committed to a personal connection with our clients and prides herself on immediate, thorough handling of any endeavor that helps each person flourish. Mary Jane earned a B.S. in Finance from Iona College.

Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.

Insights

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.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.