As a Banker in the Washington, DC, office of J.P. Morgan Private Bank, I work with a range of wealthy individuals and families, including tech founders, C-suite executives and successful business leaders whose financial scenarios have evolved to more sophisticated sets of objectives. I serve as an advocate to open up opportunities across their financial lives and transform their assets into meaningful legacies.I take a relationship-driven approach to wealth management, devoting time to learning clients’ goals and aspirations so that I may guide them in pursuing these critical priorities. I coordinate a team of specialists across various disciplines to develop customized strategies that align with clients’ needs—lines of credit, business succession, diversification, trust and estate planning, investment portfolios and more. I deliver the tools and intellectual capital to develop tailored advice and strategies. I am described as calm and even-keeled, and enjoy fostering meaningful connections with clients and colleagues alike.JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. 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. Products not available in all states.“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.
Listed skills include Microsoft Office, Microsoft Powerpoint, Microsoft Excel, Microsoft Word, and 2 others.
