Local Financial Advisor Receives High Ranking By Forbes

Hiral Shah, a Private Client Advisor at J.P. Morgan Wealth Management in Westchester, was named a Forbes 2024 Best-in-State Wealth Advisor . He was ranked No. 24 amongst high-net-worth advisors in New York state. This list recognizes the top financial advisors across the country.

Hiral earned the Certified Financial Planner certification and has over 20 years of experience helping individuals and families in Westchester County work towards their goals. He starts by helping clients define and prioritize what’s important to them, and designs a custom portfolio that reflects this. Hiral also educates his clients on how their personalized plan can be impacted by life events, such as marriage, birth of a child or sale of a business, and by evolving markets.

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Hiral lives in Purchase with his wife and three young children, and works in Mt. Kisco and West Harrison. JPMorgan Chase has 63 branches in Westchester.

The Forbes ranking was compiled by SHOOK Research, and selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.

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