J.P. Morgan Wealth Management- Vice President, Private Wealth Planner

The Private Client experience is intended to lead into a Wealth Management experience through expert holistic planning. Bankers, Advisors and other team members are encouraged to introduce a Private Wealth Planner (PWP) to their client to provide deeper discovery and a comprehensive planning experience. Clients are encouraged to undertake a financial plan as part of their initial engagement with J.P. Morgan Private Client.