Matthew Wells

Vice President, Investment Product Specialist Annuity Specialist

Biography

Matt Wells serves as a Vice President at J.P. Morgan Private Bank, where he specializes in integrating annuity solutions into client portfolios. He collaborates closely with Banker and Investor teams, as well as their clients, to provide education on the current annuity landscape and to enhance understanding of this often-misunderstood asset class.

With nearly 25 years of experience in annuity product distribution, financial advising, and banking, Matt has partnered with thousands of financial advisors to facilitate the placement of billions of dollars in annuity solutions for clients. He has held positions with some of the largest annuity insurance carriers, including Equitable, Prudential, Pacific Life, Symetra, and Lincoln. This extensive experience has provided him with a comprehensive understanding of industry changes over the past two decades as they relate to today's clients.

Matt collaborates with high to ultra-high net worth clients to address asset location, tax efficiency, fixed income complements, and lifetime income needs. He holds Series 7, 6, and 63 licenses, along with a New York Life/Health License. He is a proud graduate of Florida State University and during his free time enjoys golf, watching his three sons play sports, and spending time with his loving wife Kerri.

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