Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
简历
Erin Shaw is the Market Manager for the J.P. Morgan Private Bank in Indiana and Kentucky. In her role, Erin delivers holistic advice and guidance, helping individuals and their families build, preserve and manage their wealth for themselves and future generations.
The cornerstone of Erin’s approach is the trusted relationship that she fosters with each client. Working closely together, Erin is able to design and deliver strategies that are tailored to address each client’s unique needs –from managing everyday banking to tax-aware borrowing opportunities, long-term investment planning and philanthropic giving.
Prior to joining the Private Bank, Erin was a Market Director with Chase Wealth Management where she led a team covering the Indianapolis Northeast Market. In addition, she spent 8 years with Chase Investments as a Market/Investment Manager and started with the firm as a Financial Advisor.
A native of Zionsville, IN, Erin received her B.S. degree from Hanover College where she played collegiate volleyball. Erin also received her MBA from Indiana Wesleyan. She holds FINRA Series 7,4,24,53, and 63 licenses and has earned the Certified Financial Planner™ certification.
Education:
Bachelor of Sciences, Hanover College
MBA, Indiana Wesleyan
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