Angela M. Carrillo

Executive Director Regional Fiduciary Advisor

Miami, FL

Biography

Angela Carrillo is an Executive Director and Regional Fiduciary Advisor for the Southeast region at J.P. Morgan Private Bank. She joined J.P. Morgan in 2020 with 18 years of banking experience focused primarily in fiduciary and wealth management. In her role, Angela provides advice and guidance to families on J.P. Morgan’s comprehensive trust and estate services, which span the firm’s global platform, including U.S. and International Trusts, Estates, Private Foundation Services, and Specialty Asset Management. She collaborates closely with her colleagues to develop a plan on how best to serve the complex fiduciary needs of clients, prospects and professional advisors.

Prior to joining the Private Bank, Angela was a Trust Advisor at The Northern Trust Company where she was the Lead Relationship Manager for ultra high-net-worth clients. She provided guidance on potential estate and tax planning strategies, charitable giving, and estate and trust administration. Previously, she was an Estate Settlement Officer. Angela served as the corporate personal representative and trustee when a client named the Bank in a fiduciary capacity in their estate planning documents.

Angela is an active member of the Estate Planning Council of Greater Miami and currently sits on the Board of Directors. She is a member of the Professional Advisory Committees for the Miami Foundation and the United Way Miami. Angela is a sustaining member of the Junior League of Miami and served as the President for the 2021-2022 fiscal year.

Angela earned a B.S. from the University of Florida and an M.B.A. from the University of Miami. She is a graduate of the American Banker’s Association National Graduate Trust School at Northwestern University.

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