Will Garrity, CFP®, is a Vice President and Private Client Advisor at J.P. Morgan Wealth Management. Working closely with Managing Director Michael Briese, he provides tailored wealth management services with a focus on high-net-worth individuals. From investment management to estate planning and retirement strategies, Garrity’s expertise is dedicated to helping clients navigate their financial journeys and ensure long-term wealth preservation and growth. This article delves into Will Garrity’s career, his approach to wealth management, and his personal achievements, shedding light on his deep commitment to both his profession and personal growth.
Who is Will Garrity?
Will Garrity is a highly skilled financial professional with a strong background in investment management and wealth planning. As a Vice President and Private Client Advisor at J.P. Morgan Wealth Management, Garrity is part of a dedicated team led by Managing Director Michael Briese. Since 2018, they have been working together to offer personalized financial services tailored to the needs of high-net-worth clients.
Garrity’s professional philosophy is grounded in long-term relationships and understanding the unique financial goals of each client. His team specializes in crafting customized strategies that span investment portfolios, retirement planning, education funding, and legacy planning. This comprehensive approach ensures that clients are well-equipped to navigate financial challenges and achieve their long-term wealth preservation goals.
Education and Professional Qualifications
Will Garrity’s academic and professional achievements underpin his financial expertise. He holds a Bachelor’s Degree in Business and Economics from St. Lawrence University, where he excelled academically, earning a Presidential Scholarship. He was also recognized on the Liberty League All-Academic Team and the Dean’s List, a testament to his commitment to excellence.
Further solidifying his credentials, Garrity is a Certified Financial Planner (CFP®), a designation he achieved in August 2023. In addition, he holds Series 7 and Series 66 licenses through FINRA and is certified in Securities Industry Essentials (SIE). These qualifications demonstrate his ability to offer a wide range of wealth management services and maintain the highest standards in financial planning.
Financial Planning Approach: Tailored Solutions for Clients
At the heart of Garrity’s work is his dedication to providing personalized financial strategies that meet each client’s unique objectives. His approach includes regular check-ins on investment portfolios, ensuring they align with changing financial goals and market conditions. Garrity places particular emphasis on balancing multiple financial objectives, such as retirement, estate planning, education funding, and legacy planning.
This holistic approach ensures that his clients’ wealth grows over time while also protecting it for future generations. Whether helping a client plan for their retirement, address trust and estate issues, or create a legacy plan, Garrity tailors his strategies to each individual’s needs.
His ability to craft detailed, customized plans is one of the reasons he has become a trusted advisor for clients seeking long-term financial success. With the financial markets constantly evolving, Garrity’s clients value his guidance in navigating these changes while keeping their wealth secure.
Professional Experience at J.P. Morgan
Will Garrity’s journey in wealth management has seen him work across different prestigious financial institutions. He joined J.P. Morgan in July 2021 as a Vice President and Private Client Advisor, where he continues to serve high-net-worth individuals and families. His role involves working closely with his clients, understanding their goals, and helping them implement the right financial strategies to build and preserve wealth.
Before his tenure at J.P. Morgan, Garrity worked at J.P. Morgan Chase Bank as a Private Client Banker from 2018 to 2021. In this role, he focused on delivering specialized banking and financial planning services, helping clients with a wide array of financial needs. His experience in private banking laid the foundation for his more advanced role as a Private Client Advisor.
Garrity’s career also includes internships at TAG Financial Institutions Group (2017) and Morgan Stanley (2016), where he gained valuable experience in investment banking and wealth management. These roles enabled him to develop a deep understanding of the financial services industry, equipping him with the skills necessary to navigate complex client needs.
Personal Achievements: A Commitment to Fitness and Discipline
Outside of his professional career, Will Garrity is an avid runner, demonstrating his commitment to discipline and personal achievement. He has completed five marathons, each one representing his dedication to pushing physical and mental boundaries. Some of his notable marathon finishes include:
- Independence World Peace Marathon, Washington D.C., 2019 (3:52)
- Philadelphia Marathon, 2021 (3:36)
- US Marine Corps Marathon, Washington D.C., 2022 (3:13)
- Hartford Marathon, 2023 (3:25)
- New York City Marathon, 2023 (5:04)
In addition to marathons, he has participated in other significant races, such as the NYC Half Marathon (2022, 2023) and the RBC Brooklyn Half Marathon (2022, 2023). This dedication to fitness parallels his professional life, showcasing his commitment to discipline, perseverance, and setting ambitious goals.
Why Clients Choose Will Garrity for Wealth Management
Will Garrity’s clients choose him for his deep financial knowledge, his commitment to understanding their unique goals, and his ability to design strategies that will grow and protect wealth over time. His approach is rooted in collaboration, working hand in hand with clients to ensure they achieve financial security and peace of mind.
With his broad skillset, which spans investment management, retirement planning, estate planning, and education funding, Garrity stands out as a comprehensive wealth advisor. Furthermore, his long-term relationships with clients are built on trust and transparency, ensuring that clients feel supported at every stage of their financial journey.
Conclusion: A Trusted Wealth Management Partner
Will Garrity’s reputation as a skilled and dedicated wealth advisor stems from his extensive experience, commitment to personalized service, and proven ability to help high-net-worth clients manage and grow their wealth. His qualifications, including his CFP® designation and FINRA licenses, alongside his hands-on experience at top financial institutions, make him a trusted partner for clients seeking comprehensive financial planning.
Whether you are looking for investment management, retirement strategies, or legacy planning, Will Garrity’s thoughtful approach and wealth of expertise can help guide you toward achieving your financial goals. As a trusted advisor, he continues to make a significant impact in the world of wealth management, proving that a tailored, long-term strategy is key to lasting financial success.
