Margot Edwards is a Managing Director and Wealth Advisor at J.P. Morgan Private Bank. Margot practiced as a tax and estate planning attorney for over 14 years, and partners closely with highly successful individuals, entrepreneurs and multi-generational families to provide guidance and context in an array of available wealth planning opportunities. She views each client’s balance sheet through a proactive lens to help identify the best approaches designed for their unique goals and situation.
Margot guides clients through complex estate and tax-efficient planning, simplifying concepts to make them feel comfortable with sophisticated strategies. Whether individuals anticipate an exit event or are simply focused on leaving a meaningful legacy, she brings a high-touch and integrated style to care for their personal priorities.
In recognition of her deep background in this field, Margot’s many honors include being named by the Chambers High Net Worth Guide to its list of Top Lawyers in Private Wealth Law for the past three years.1 She is regarded as highly experienced in wealth strategy by her professional colleagues, and has a strong pedigree of academic writing and speaking engagements that serve as a resource for others.
Over the course of her career, Margot has gained a reputation for her genuine ability to connect well with clients. She spent many years as a Partner at Holland & Hart LLP, where she helped oversee the firm’s strategic direction and was a founding member of the Women’s Forum. Margot also taught Wills and Trusts as an adjunct professor at the University of Colorado School of Law. Now at J.P. Morgan, she welcomes the opportunity to better serve clients by addressing aspects of their wealth planning needs.
Margot earned a J.D. from the University of Colorado School of Law, where she was a member of the Order of the Coif honor society. She holds a B.S. in Political Science from St. John Fisher College. Margot is a member of the Rocky Mountain Estate Planning Council, the American Bar Association (Tax Section), the Colorado Bar Association (Trust & Estate Section), the Colorado Women’s Bar Association, and the Boulder County Bar Association.