We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message

Girard & Associates

Girard & Associates

Whatever your personal goals may be, our wealth management approach is about using your assets to help turn these dreams into reality.

561.694.5691

3825 PGA Blvd., Floor 9
Palm Beach Gardens, FL 33410

Welcome

Attention for What Matters Most
Many clients invest to grow and maintain their assets, but our group has found that wealth is rarely an end in itself; it often serves as a springboard toward your personal and business aspirations and goals. That's why, from the start, we talk openly about your ambitions and encourage you to share with us the concerns that matter most to you. Whether you are interested in planning for future college or health care expenses, considering the sale of a business, the purchase of a home, or preparing to pass your wealth to the next generation, we can develop customized strategies that help get you there.

Our process is designed to deliver a customized, consistent experience that targets not only wealth accumulation and preservation but other areas that go far beyond investment management. We serve as your single point of access to the full breadth of resources at J.P. Morgan—banking, lending, estate planning and more—offering a way to help you manage all of the pieces of your financial life.

Capabilities backed by outstanding credentials
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. We harness the power of our complementary backgrounds, providing many layers of networking and know-how that help enhance clients’ lives.

J.P. Morgan Legacy
At J.P. Morgan Wealth Management, we have the backing of one of the largest and most respected financial organizations in the world. The firm’s 160-year history of serving individuals and institutions alike allows our team to deliver the highest caliber of wealth management guidance.

We are proud to simplify the path toward wealth management and welcome the opportunity to be a partner in your success.

Meet Our Team

Click a profile to learn more about each member

Robert Danion

Executive Director


561.694.5661

robert.danion@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Corey Brown

Wealth Advisor


561.694.5613

corey.brown@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Leonor Gallagher

Business Management Specialist


561.694.5651

leonor.gallagher@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Michael Bourgeois

Senior Client Associate


561.694.5692

michael.bourgeois@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Sthefany Chau

Client Associate


561.694.5621

sthefany.chau@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Cassandre Harris

Client Associate


561.694.5607

cassandre.harris@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.

Investments & Wealth Institute™ (The Institute) is the owner of the certification mark “CIMA,” “Certified Investment Management Analyst”. Use of CIMA, Certified Investment Management Analyst, signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.