Anthony Baldo Email & Phone Number

As an Executive Director and Banker at J.P. Morgan Private Bank, Anthony serves the most successful individuals, business owners, and philanthropic families throughout Florida and around the country. He has over 17 years of experience in the financial services industry, with a focus on client intentions, legacy planning, portfolio management, and overall wealth management, including banking, lending, and trust & estate planning.Anthony listens carefully to his clients' values, goals, and aspirations, and delivers customized solutions that integrate the robust capabilities of JPMorgan with their financial needs and objectives. He is a connector and a collaborator, leveraging his local network and partnering with multiple lines of business within JP Morgan Chase & Co and externally with trusted partners in the community to provide a holistic approach to each family he works with. He is also a leader and a mentor, having managed the retail branch network in his previous role as the Market Director between Tampa and Sarasota. Anthony is committed to making a positive impact on his clients, his colleagues, and his community.

Listed skills include Banking, Sales, Financial Analysis, Investments, and 18 others.