Carson Lucas is a Banker in the New Orleans office of J.P. Morgan Private Bank. She is a trusted advisor to high-net-worth families, business owners, executives, endowments and foundations, and other individuals who have complex balance sheets and sophisticated financial needs. Carson provides integrated solutions across the spectrum of banking, lending, investing, and planning scenarios to ensure efficient, holistic balance sheet management. In designing and implementing bespoke strategies for clients, she connects clients to opportunities and people across the global footprint of the firm. She often works with multiple generations of families to ensure the protection and preservation of wealth as it transfers from one generation to the next over time. Her strength lies in her ability to marry strong technical skills with emotional intelligence while navigating sensitive business events and personal circumstances in clients’ lives. J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.