Kara Grady Boudreau
Kara is a Financial Advisor who has 25 years of experience providing high net worth individuals, corporate executives, retirees, and small business owners with wealth management services. She and her Client Service Associate, Tina Samis, work closely with each client to determine their unique goals, risk tolerance and time horizon with regard to their investments. They then make an asset allocation recommendation and tailor an investment plan that helps meet their clients ' unique needs and goals. Kara and Tina rely on a service-based model while taking advantage of J.P. Morgan 's global resources to benefit clients ' investment portfolios.
Kara earned her B.A. in English from Boston College. She began her career as a Financial Advisor at Merrill Lynch from 1988-1992. She subsequently moved to Smith Barney (1992-1998) and Credit Suisse (1998-2003). Prior to joining J.P. Morgan Securities in February of 2012, Kara was a Financial Advisor for 9 years at UBS.
Kara and her husband, Richard, live in Chestnut Hill, Massachusetts with their daughter Jacqueline. In her free time, she enjoys tennis and sailing. Kara is also an active member of the Longwood Cricket Club and the Salters Point Improvement Association.
Registered States: CA, CO, CT, FL, IL, IN, ME, MD, MA, NH, NY, OH, RI, TX, VA, WA