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HF Blalock is an Investment Associate with J.P. Morgan Wealth Management. HF provides streamlined support for his team, which manages relationships and provides investment services to high-net worth-clients and small foundations. HF’s responsibilities include supporting the creation of wealth management and asset allocation strategies, and preparing and delivering client presentations. He begins each client engagement with an initial profile based on goals and objectives, income and risk preferences.
HF has over 20 years of financial services experience. He began his career at UBS in 1998, and held both Financial Advisor and Investment Associate roles there before moving in 2005 to J.P. Morgan in his current capacity. He attributes his listening skills and empathetic and dependable nature—coupled with J.P. Morgan’s products and services—with the success he has servicing clients. In particular, his familiarity and experience with the banking and lending platforms allow him to provide guidance to clients on lending and liquidity management, as appropriate.
HF grew up in Chattanooga, Tennessee, and graduated from Samford University in Birmingham, Alabama, with a B.S. in Finance. He lives in Atlanta, and enjoys playing golf and soccer.
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