Wealth Planning Strategy
Sarah Backer is a Wealth Planning Strategy Associate at J.P. Morgan Private Bank. In her role, Sarah works across the firm’s training, thought leadership, and digital tools to provide bankers and clients with the resources they need to ultimately help clients articulate and achieve their wealth goals over their lifetime.
Sarah has been with J.P. Morgan Private Bank for five years and started her career with the Tampa, Florida team. There she worked directly with wealthy individuals and their families across banking, borrowing, investing, and strategic planning. She transitioned to the Wealth Planning Strategy team to focus specifically on financial planning and advice. In this role, she works across the Private Bank’s advice organization to deliver holistic solutions and resources for advisors to better understand and help their clients.
Sarah attended Princeton University, earning a B.A. in Economics and a certificate in Finance. She currently holds FINRA SIE and Series 7 and 63 licenses. Sarah is a CERTIFIED FINANCIAL PLANNERTM professional.
Sarah was born and raised in Florida and now lives in Texas. In her spare time, Sarah enjoys cross-stitching, baking, and travelling with her friends and family.
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