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S. Katherine Roy

Chief Retirement Strategist & Head of Individual
Retirement for J.P. Morgan

Katherine Roy, Managing Director, is Chief Retirement Strategist & Head of Individual Retirement for J.P. Morgan. In this role, Katherine is responsible for delivering timely personal retirement-related insights to advisors. Focused on the retirement income-related landscape for more than ten years, Katherine specialized in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages.

Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics.

She has also held several roles in financial planning, product development, participant communications and consulting, and interactive client experience initiatives. Katherine received a B.A. from Yale University, is a Certified Financial Planner® and maintains the FINRA Series 7, 63 and 24 licenses.

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Key strategies to consider for 2015.

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Integrating Social Security

Factoring benefits into your retirement planning process.

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