Ana GarciaAna GarciaSenior Client Associate
About Ana
With over ten years of client service experience, Ana Garcia is a Senior Client Associate at J.P. Morgan Wealth Management, and is responsible for account administration.
Prior to joining The Kelly Group in December 2013, Ana supported another wealth advisor team at J.P. Morgan. She began her career in financial services with UBS in 2005.
Ana earned a B.A. in Latin American Studies and Spanish from Colgate University. She also has her M.F.A. degree in Communication Design from Pratt Institute. A native of New York, Ana is originally from Syracuse and now resides in Queens, NY.
Insights
Outlook
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
Outlook
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
Wealth Planning
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Outlook
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
Wealth Planning
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Outlook
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now
Outlook
Eye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read Now
Outlook
Bubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Wealth Planning
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowOutlook
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowOutlook
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWealth Planning
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowOutlook
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowWealth Planning
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowOutlook
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read NowOutlook
Eye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read NowOutlook
Bubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read NowWealth Planning
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
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