Margot Summers Edwards

Margot Summers Edwards Email and Phone Number

Managing Director, Wealth Advisor at J.P. Morgan Private Bank @ J.P. Morgan
new york, new york, united states
Margot Summers Edwards's Location
Denver, Colorado, United States, United States
About Margot Summers Edwards

In my role at J.P. Morgan Private Bank, I draw from my experience practicing as a tax and estate planning attorney for over 14 years to partner closely with highly successful individuals, entrepreneurs and multi-generational families. My focus is on placing into context the array of available tax planning opportunities. I view each client’s balance sheet through a proactive lens to identify the best approaches designed for their unique goals and situation.I guide clients through complex estate and tax-efficient planning, simplifying concepts to make them feel comfortable with sophisticated strategies. Whether individuals anticipate an exit event or are simply focused on leaving a meaningful legacy, I bring a high-touch and integrated style to care for their personal priorities.

Margot Summers Edwards's Current Company Details
J.P. Morgan

J.P. Morgan

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Managing Director, Wealth Advisor at J.P. Morgan Private Bank
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Margot Summers Edwards Work Experience Details
  • J.P. Morgan
    Managing Director, Wealth Advisor
    J.P. Morgan Jan 2022 - Present
    Denver, Colorado, United States
    “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). 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. Annuities 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
  • Holland & Hart Llp
    Partner
    Holland & Hart Llp Jan 2015 - Dec 2021
    Boulder, Colorado
    Tax, Estate Planning, Charitable Giving and Wealth Transfer Planning
  • Holland & Hart
    Associate
    Holland & Hart Sep 2007 - Dec 2014
    Wealth Transfer Planning
  • University Of Colorado School Of Law
    Adjunct Professor - Wills & Trusts
    University Of Colorado School Of Law Dec 2016 - May 2017
  • Colorado Supreme Court
    Law Clerk
    Colorado Supreme Court Sep 2006 - Sep 2007

Margot Summers Edwards Education Details

Frequently Asked Questions about Margot Summers Edwards

What company does Margot Summers Edwards work for?

Margot Summers Edwards works for J.p. Morgan

What is Margot Summers Edwards's role at the current company?

Margot Summers Edwards's current role is Managing Director, Wealth Advisor at J.P. Morgan Private Bank.

What schools did Margot Summers Edwards attend?

Margot Summers Edwards attended University Of Colorado, St. John Fisher College.

Who are Margot Summers Edwards's colleagues?

Margot Summers Edwards's colleagues are Susan Barnett, Alice Rose Willow, Thomas Avanzato, Crpc®, Tianjiao(Joyce) Lu, Siya Jojo, Indrani Lazarus, Xingning Stella Zhang.

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