Our Westchester County Team Prioritizes You.
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The team here at JPMorgan Private Bank in Westchester County is a specialty. And one of the reasons why I think that all of our ultra high net worth and high net worth clients in the community should be working with us is we're always aligned on the same side of the table. Our role here at the Private Bank is to just make sure you have a positive experience.
I love being able to speak with people about the Private Bank because we are able to tell the truth. We're able to offer experts that have deep and intimate knowledge of trust and estate planning, of investments, and financial wealth planning that will be able to outlay and carve a path for your legacy.
My goal as a Private Banker is just to be an extension of your family and your office, and really work closely with you over the years. At the start of any relationship, we view it as the start of a long-term relationship. And we're here to service you and your family for years to come.
As someone who grew up in Westchester and now, it's something that's come full circle, right? Where my parents banked here. And I've always thought of it as the place that everyone would go to to get support for their finances. And now, I'm passing that on. And I'm teaching young people about it. I'm teaching my clients about financial literacy and just giving back to the community. And I think that's been something that's been truly fulfilling as I've been a part of this team.
One thing that makes the Westchester county office unique is that we're encouraged to bring our true authentic selves to work. And I think that results in us having joy in our day-to-day jobs. And I think it ultimately results in us being able to deliver a more positive experience for the clients that we service.
Private bankers at JP Morgan-- we're very intentional about the work that we do with our clients and how we engage. And we are really involved in our communities. We are constantly expanding our networks, meeting new people, and getting more and more ingrained.
I love working with my clients, their families. It's amazing to me how so many people can achieve success in so many different ways. And I really like providing guidance to them, and helping them achieve their goals.
We have an amazing team. Their energy level, their experience, their skill sets, how they complement each other is unrivaled on Wall Street. I think when you combine that with a premier Private Bank platform like we have at JPMorgan, it just leads to a great result for our clients.
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Text, J.P.Morgan PRIVATE BANK. INVESTMENTAND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPLE AMOUNT INVESTED. Please read important information at the end. Local Look, Westchester County. From above, a. river winds around green areas of land with buildings. Cyclists and cars move along a small town street. Text, Jeremy Sunshine, EXECUTIVE DIRECTOR, MARKET TEAM LEAD, J.P. MORGAN PRIVATE BANK WESTCHESTER.
(SPEECH)
The team here at JPMorgan Private Bank in Westchester County is a specialty. And one of the reasons why I think that all of our ultra high net worth and high net worth clients in the community should be working with us is we're always aligned on the same side of the table. Our role here at the Private Bank is to just make sure you have a positive experience.
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A man and woman chat in the bank. The woman smiles holding a J.P. Morgan mug. Text, Alexandra Remmel, VICE PRESIDENT, BANKER, J.P. MORGAN PRIVATE BANK WESTCHESTER.
(SPEECH)
I love being able to speak with people about the Private Bank because we are able to tell the truth. We're able to offer experts that have deep and intimate knowledge of trust and estate planning, of investments, and financial wealth planning that will be able to outlay and carve a path for your legacy.
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A man and woman converse, walking down a windowed office hallway. Text, Peter Seroczynski, EXECUTIVE DIRECTOR, BANKER, J.P. MORGAN PRIVATE BANK WESTCHESTER.
(SPEECH)
My goal as a Private Banker is just to be an extension of your family and your office, and really work closely with you over the years. At the start of any relationship, we view it as the start of a long-term relationship. And we're here to service you and your family for years to come.
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Lettering on a building reads, Scarsdale New York. As a school bus pulls away, a man walks along a sidewalk, holding a small boy's hand. Text, Chris Morton, VICE PRESIDENT. BANKER, J.P. MORGAN PRIVATE BANK WESTCHESTER.
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As someone who grew up in Westchester and now, it's something that's come full circle, right? Where my parents banked here. And I've always thought of it as the place that everyone would go to to get support for their finances. And now, I'm passing that on. And I'm teaching young people about it. I'm teaching my clients about financial literacy and just giving back to the community. And I think that's been something that's been truly fulfilling as I've been a part of this team.
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Chris stands at an office window. Text, Dylan Givner. ASSOCIATE, BANKER, J.P. MORGAN PRIVATE BANK WESTCHESTER.
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One thing that makes the Westchester county office unique is that we're encouraged to bring our true authentic selves to work. And I think that results in us having joy in our day-to-day jobs. And I think it ultimately results in us being able to deliver a more positive experience for the clients that we service.
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A woman speaks into a headset at a desk. Text, Melissa Maurer, EXECUTIVE DIRECTOR, BANKER, J.P. MORGAN PRIVATE BANK WESTCHESTER.
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Private bankers at JP Morgan-- we're very intentional about the work that we do with our clients and how we engage. And we are really involved in our communities. We are constantly expanding our networks, meeting new people, and getting more and more ingrained.
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From above, a Bavarian style building has a white tower. A river stretches alongside a town. Text, Luke Zulauf, VICE PRESIDENT, BANKER, J.P. MORGAN PRIVATE BANK WESTCHESTER.
(SPEECH)
I love working with my clients, their families. It's amazing to me how so many people can achieve success in so many different ways. And I really like providing guidance to them, and helping them achieve their goals.
(DESCRIPTION)
Luke walks past the office windows, speaking on the phone. Jeremypasses through glass doors and speaks to Melissa.
(SPEECH)
We have an amazing team. Their energy level, their experience, their skill sets, how they complement each other is unrivaled on Wall Street. I think when you combine that with a premier Private Bank platform like we have at JPMorgan, it just leads to a great result for our clients.
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Text, J.P.Morgan PRIVATE BANK.
KEY RISKS This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. ("JPM"). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information. GENERAL RISKS & CONSIDERATIONS Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss.
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