Mary Jane VolfsonMary Jane VolfsonVice PresidentWealth Advisor
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
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