简历
Sarah Demaree is an Investment Professional with the J.P. Morgan Private Bank in Naples, Florida. Sarah works with the Bankers to provide planning and investment advice to families, individuals, foundations and endowments of significant wealth. She joined the Private Bank in 2021 after more than seven years in the investment industry.
Before joining J.P. Morgan, Sarah was an investment advisor with BB&T Investments where she helped clients by using a goals-based planning approach. Prior to this, she was an advisor with Northwestern Mutual where she helped clients with both investment and insurance needs.
Sarah earned a bachelor’s degree from The Ohio State University and holds Series 6, 7, 63 and 65 Securities Licenses. She also has her Life & Health Insurance license. Raised in Ohio, Sarah currently resides in Naples, Florida, with her husband and two children.
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