Diane Mitchell Email & Phone Number

Diane MitchellAs an Executive Director and Wealth Strategist at J.p.Morgan Private Bank, I guide affluent individuals,families, foundations and endowments in managing theirwealth across the entire financial spectrum.My focus ison building a comprehensive plan that provides clientswith the confidence that their long-term objectives canbe met.I am a goals-based planning specialist known formonitoring economic environments, and I serve as apowerful sounding board, helping position clients tomake the best use of their assets.I take a team-basedapproach that is driven by where they are in this momentand the aspirations they have for the future.I navigate the thought leadership and global resourcesat my disposal to present recommendations for wealthtransfer, cash flow management, retirement strategies,tax mitigation,philanthropic giving, business transitionplanning and more. By tapping my internal and externalnetworks,I connect with like-minded individuals andshare best practices and innovative ideas