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Holly Hurley - Vice President in New York, NY

Holly Hurley

Vice President

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Holly Hurley is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.As a member of Gilman Private Wealth, Holly works in the team's Investment Management and Relationship Development divisions. Holly leads two pillars...... Show More
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About
Holly Hurley is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.As a member of Gilman Private Wealth, Holly works in the team's Investment Management and Relationship Development divisions. Holly leads two pillars of our Wealth Foundation Academy, Pillar 2: Estate Tax Management, Inheritance Planning & Wealth Preservation, and Pillar 5: Risk Management & Philanthropy.As a former practicing attorney, Holly serves as a valuable liaison between the group's individual clients and their legal advisors to facilitate and employ a wide range of estate planning strategies that accomplish and exceed client goals. Holly works directly with clients and listens compassionately to understand their hopes and objectives for the financial futures of themselves and their families and helps empower those clients to pass on meaningful legacies that will impact generations to come. Additionally, she serves as the Co-Head of Educational Development for the team, focusing on knowledge development.Prior to joining Gilman Private Wealth, Holly had a successful career practicing law in Tennessee and New York, counseling many individuals and families through the complex process of estate planning, asset protection and generational wealth preservation.Holly graduated from The University of Mississippi with a B.A. in Journalism and earned her Juris Doctor from Mississippi College School of Law. In addition, Holly also holds her FINRA Series 7 and 66 securities licenses.Holly resides in Manhattan and enjoys taking advantage of the arts, music, culture, parks and restaurants around New York City.
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Positions
  • Investment Associate
FAQs
Here are some Frequently Asked Questions about Holly Hurley
What organization is Holly Hurley associated with?
Holly Hurley is associated with JPMorgan Chase & Co.
What is Holly Hurley’s work email address?
Holly Hurley’s professional email address is h**********y@j*******.com. You can also email Holly Hurley by clicking on the contact Holly Hurley.
Where is Holly Hurley based out of?
Holly Hurley’s primary location is New York, NY.
What is Holly Hurley's phone number?
Holly Hurley's phone number is (212) 272-2027
What is Holly Hurley's title??
Holly Hurley is a Vice President.