Cristina Dwyer
Wealth Planning & Advice at J.P. Morgan Wealth Management
- Role
- Associate, Wealth Planning & Advice at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Cristina Dwyer
I’m a member of J.P. Morgan Wealth Management\'s Wealth Planning and Advice team. The team is responsible for wealth planning, thought leadership and strategic planning for individual clients. This group of former practicing lawyers and CERTIFIED FINANCIAL PLANNERS® works directly with clients and their tax and legal advisors to provide experience in estate and tax planning strategies, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post-transactional planning, concentrated position management and other personal planning strategies. The team provides internal training to the J.P. Morgan Wealth Management sales force on these topics and also creates content for distribution to the public.
Experience
Associate, Wealth Planning & Advice
May 2025 — Present · NY, US
Education
Carrollton School of the Sacred Heart
International Baccalaureate Diploma
Wake Forest University School of Business
Summer Management Program
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