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Catherine Traylor Wilson Email & Phone Number
Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory
at
J.P. Morgan Private Bank
1 work email found
@jpmorgan.com
1 phone found area 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory
Location
Dallas, Texas, United States
Company size
Who is Catherine Traylor Wilson? Overview
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Quick answer
Catherine Traylor Wilson is listed as Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory at J.P. Morgan Private Bank, a with 6623 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 212, and a matched LinkedIn profile for Catherine Traylor Wilson.
Catherine Traylor Wilson previously worked as Business Manager at J.P. Morgan Private Bank and Banker at J.P. Morgan Private Bank. Catherine Traylor Wilson holds Bachelor Of Science (Bs), Finance, Summa Cum Laude from Louisiana State University.
Company email context
Email format at J.P. Morgan Private Bank
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*@jpmorgan.com
68% confidence
AeroLeads found 1 current-domain work email signal for Catherine Traylor Wilson. Compare company email patterns before reaching out.
Profile bio
About Catherine Traylor Wilson
Catherine Traylor Wilson is a Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory at J.P. Morgan Private Bank. She possess expertise in leadership, microsoft office, community outreach, teamwork, social media and 7 more skills.
Listed skills include Leadership, Microsoft Office, Community Outreach, Teamwork, and 8 others.
Current workplace
Catherine Traylor Wilson's current company
Company context helps verify the profile and gives searchers a useful next step.
J.P. Morgan Private Bank
10 roles
Catherine Traylor Wilson work experience
A career timeline built from the work history available for this profile.
Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory
Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory
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”). 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 VALUEOpinions 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.
Business Manager
Dec 2021 - Sep 2023
Banker
Jul 2018 - Dec 2021
Analyst
Jul 2015 - Jun 2018
May 2014 - Jan 2015
Content Tutor
Lsu Academic Center For Student Athletes
I tutored student athletes who were in various stages of college in macroeconomics, information systems and decision sciences, public speaking, marketing, and religious studies.
Aug 2013 - May 2014
Deputy Clerk
West Monroe City Court
My responsibilities as a deputy clerk included: preparation of court minutes, writs, and citations,filing and maintaining court records, consulting with the public on the telephone, and assisting with bank deposits.
Jul 2013 - Aug 2013
Aug 2011 - May 2013
2 education records
Catherine Traylor Wilson education
Bachelor Of Science (Bs), Finance, Summa Cum Laude
Education record
West Monroe High School
FAQ
Frequently asked questions about Catherine Traylor Wilson
Quick answers generated from the profile data available on this page.
What company does Catherine Traylor Wilson work for?
Catherine Traylor Wilson works for J.P. Morgan Private Bank.
What is Catherine Traylor Wilson's role at J.P. Morgan Private Bank?
Catherine Traylor Wilson is listed as Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory at J.P. Morgan Private Bank.
What is Catherine Traylor Wilson's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Catherine Traylor Wilson at J.P. Morgan Private Bank.
What is Catherine Traylor Wilson's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Catherine Traylor Wilson at J.P. Morgan Private Bank.
Where is Catherine Traylor Wilson based?
Catherine Traylor Wilson is based in Dallas, Texas, United States while working with J.P. Morgan Private Bank.
What companies has Catherine Traylor Wilson worked for?
Catherine Traylor Wilson has worked for J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Lsu Academic Center For Student Athletes, West Monroe City Court, and Lsu Foundation.
How can I contact Catherine Traylor Wilson?
You can use AeroLeads to view verified contact signals for Catherine Traylor Wilson at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Catherine Traylor Wilson attend?
Catherine Traylor Wilson holds Bachelor Of Science (Bs), Finance, Summa Cum Laude from Louisiana State University.
What skills is Catherine Traylor Wilson known for?
Catherine Traylor Wilson is listed with skills including Leadership, Microsoft Office, Community Outreach, Teamwork, Social Media, Public Speaking, Facebook, and Finance.
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