Melinda CloobeckMelinda CloobeckWealth Advisor
LinkedInAbout Melinda
Melinda Cloobeck is a Wealth Advisor with J.P. Morgan Wealth Management. She is a member of The Slattery Group and serves the sophisticated advisory needs of ultra-high-net-worth individuals and corporate executives, offering financial strategies that provide value across the entirety of their assets.
Melinda works directly with a limited number of clients who seek experienced support for the multitude of issues that they face. She is especially attuned to the wealth management needs of individuals who have undergone a significant liquidity event. Melinda's approach is holistic, and she helps to orchestrate an extensive range of important requirements—wealth preservation, retirement planning, income generation and more. She develops conservative strategies that align with each client's risk tolerance and help manage volatility and downside exposure.
Melinda took an unusual path to a career in holistic wealth management. Starting at a young age, she spent ten years as a professional ballet dancer, performing with the Tulsa Ballet, Twyla Tharp and Boston Ballet. After retiring from the arts, Melinda attended Yale University, where she earned a B.A. in Economics.
Recruited by Morgan Stanley Smith Barney immediately out of college, Melinda became a Financial Advisor and developed an impressive skill set. Building upon the strength of her intense work ethic, she has focused diligently for the past 12 years on the complex financial requirements that often accompany substantial wealth. In 2018, she joined J.P. Morgan for the opportunity to pair her wealth management capabilities with the scope of an intimate, boutique office and the scale of America's largest bank.
Melinda's natural proclivity for making connections is instrumental in her ongoing support for ballet. She sits on the board of Dance/NYC, an organization whose mission is to promote the knowledge, appreciation, practice and performance of dance in the metropolitan New York City area. Melinda also remains actively engaged with the Ballet School of Stamford as a member of their Board of Directors.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now