Mary Jane VolfsonMary Jane Volfson, CRPC®Vice PresidentWealth Advisor
About Mary Jane
Mary Jane Volfson is a Vice President and Wealth Advisor at J.P. Morgan Wealth
Management.
Mary Jane serves as a Wealth Advisor, where she leverages her extensive experience to provide comprehensive wealth management advice and guidance to her high-net-worth clients. She is dedicated to understanding the unique goals and priorities of each client, taking the time to build meaningful relationships. This includes creating customized retirement analyses to help clients plan for their future financial needs and offering professional money management services to optimize their investment portfolios. Through these efforts, Mary Jane aims to ensure that her clients achieve their financial goals and secure their financial well-being over the long term.
Mary Jane joined J.P. Morgan Wealth Management in 2023 after serving at First Republic. She started her financial career at Merrill Lynch Wealth Management in 2006 where she gained 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 CounselorSM professional designation. She is deeply committed to a personal connection with our clients and prides herself on implementing strategies designed toward achieving long-term financial success.
Mary Jane earned a B.S. in Finance from Iona University.
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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