简历
Angela Carrillo is an Executive Director and Trust Officer at the J.P. Morgan Private Bank in Florida. She joined J.P. Morgan in 2020 with 18 years of banking experience focused primarily in wealth management. In her role, Angela works with families who have named J.P. Morgan as trustee in their estate plans. While working closely with her clients’ attorneys, accountants and other professional advisors, she involves other specialists on the J.P. Morgan team to provide comprehensive wealth management planning that assists clients to meet all of their financial and wealth planning goals.
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 a member of the Estate Planning Council of Greater Miami. She is the current chair of the Professional Advisory Committee of the Miami Foundation. Angela is an active member of the Junior League of Miami and currently sits on the Board of Directors as the President.
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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