Justin Merola

Justin Merola

Managing Wealth Manager, J.P. Morgan Private Wealth Advisors LLC
Wellesley, MA

Justin Merola

Managing Wealth Manager, J.P. Morgan Private Wealth Advisors LLC
Wellesley, MA
  • Wealth Management Experience: Since 2005
    Justin Merola is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Merola joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Merola was a Wealth Manager at First Republic since 2023. Prior to joining First Republic, Mr. Merola served as a Senior Vice President and Senior Financial Advisor at Merrill Lynch, UBS and Morgan Stanley. He works diligently with successful families to help them understand and achieve all of the unique needs in their financial lives, including preserving wealth, mitigating taxes, taking care of their heirs, helping to protect assets and philanthropic giving. Mr. Merola stays active in supporting both his alma maters, Northeastern University in Boston and Notre Dame High School in West Haven, Connecticut. He is also a board member of the Greater Boston Chapter of XPX (Exit Planning Exchange).
  • Professional Designations
    He is a Certified Exit Planning Advisor, a Certified Plan Fiduciary Advisor and a Chartered Retirement Plans Specialist℠.
  • Education
    Mr. Merola earned his bachelor of science with a dual concentration in finance and management from Northeastern University.
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