Associate Investment Professional
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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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。