Steven Morgan is an Executive Director and Market Team Lead at J.P. Morgan Private Bank in Baton Rouge, Louisiana. He is responsible for leading the Private Bank team that works with high-net-worth clients in Louisiana and Mississippi. He and his team help clients grow and sustain wealth over multiple generations. They draw on the global resources of JPMorgan Chase to develop wealth management plans tailored to each client’s individual needs.
He began his career in the financial industry in 2002 with Merrill Lynch as an Investment Advisor in Baton Rouge before joining J.P. Morgan Private Bank in 2009. Prior to entering the financial industry, he spent 10 years as a Sales Representative, Regional Manager and assisted with Product Development for an outside sales corporation.
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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
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