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Melinda Cloobeck
My approach is holistic, and I help to orchestrate an extensive range of important requirements—wealth preservation, retirement planning, income generation and more.

Melinda Cloobeck

Wealth Advisor

Melinda Cloobeck


914.899.5927

melinda.cloobeck@jpmorgan.com

925 Westchester Avenue, Suite 405
White Plains, NY 10604

About Melinda

Melinda Cloobeck is a Wealth Advisor with J.P. Morgan Wealth Management. She is a member of The Slattery Group and serves the sophisticated advisory needs of ultra-high-net-worth individuals and corporate executives, offering financial strategies that provide value across the entirety of their assets.

Melinda works directly with a limited number of clients who seek experienced support for the multitude of issues that they face. She is especially attuned to the wealth management needs of individuals who have undergone a significant liquidity event. Melinda’s approach is holistic, and she helps to orchestrate an extensive range of important requirements—wealth preservation, retirement planning, income generation and more. She develops conservative strategies that align with each client’s risk tolerance and help manage volatility and downside exposure.

Melinda took an unusual path to a career in holistic wealth management. Starting at a young age, she spent ten years as a professional ballet dancer, performing with the Tulsa Ballet, Twyla Tharp and Boston Ballet. After retiring from the arts, Melinda attended Yale University, where she earned a B.A. in Economics.

Recruited by Morgan Stanley Smith Barney immediately out of college, Melinda became a Financial Advisor and developed an impressive skill set. Building upon the strength of her intense work ethic, she has focused diligently for the past 12 years on the complex financial requirements that often accompany substantial wealth. In 2018, she joined J.P. Morgan for the opportunity to pair her wealth management capabilities with the scope of an intimate, boutique office and the scale of America’s largest bank.

Melinda’s natural proclivity for making connections is instrumental in her ongoing support for ballet. She sits on the board of Dance/NYC, an organization whose mission is to promote the knowledge, appreciation, practice and performance of dance in the metropolitan New York City area. Melinda also remains actively engaged with the Ballet School of Stamford as a member of their Board of Directors.

 

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