Margie Betten is an Executive Director and Market Manager for J.P. Morgan Private Bank in Palm Beach and Fort Lauderdale, Florida. Margie leads a team of private bankers in delivering wealth management advice, strategies and services to clients. Margie ensures her team has the resources necessary to help clients achieve their goals and leave a legacy for the next generation.
Margie is also an ambassador for J.P. Morgan in the local community. She brings special insight to this role as a second-generation native Floridian. Drawing upon her background in trust administration, Margie helps families with their fiduciary needs.
With a career in finance that has spanned 15 years, Margie joined J.P. Morgan in Chicago, where she served as the Regional Trust Practice Leader for the Midwest and West regions of the Private Bank. Interested in returning to her roots, she moved back to Palm Beach in 2019 for the opportunity to live and work in the area she has always considered home.
Margie attended Georgetown University, earning a B.S. from the School of Foreign Service. She received a J.D. from Brooklyn Law School and was admitted to the New York Bar. In addition, she holds FINRA Series 7, 9, 10 and 63 licenses.
Margie serves on the Board of Trustees for the Palm Beach Day Academy and the Board of Directors for the Forum Club of the Palm Beaches. She is also a member of the Advisory Council for Palm Health Foundation and a Director of the Palm Beach Civic Foundation. In her free time, Margie enjoys playing golf with her husband and son, Charlie. Continuing in the family tradition, Charlie attends Palm Beach Day Academy.
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品（可能包括银行管理账户及托管）乃由 JPMorgan Chase Bank, N.A.及其关联公司（合称「摩根大通银行」 ）作为其一部分信托及委托服务而提供。其他投资产品及服务（例如证券经纪及咨询账户）乃由 摩根大通证券（J.P. Morgan Securities LLC）（「摩根大通证券」）提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。