Victoria Bolton is a Managing Director and Wealth Advisor in the Greenwich, Connecticut, office of J.P. Morgan Private Bank. She works closely with affluent individuals and their families to open up the breadth of opportunities derived from strategic wealth management and tax-driven estate planning.
Victoria listens carefully and then crafts customized recommendations that align with her assessment of each family’s aspirations and philanthropic intent. She coordinates with the firm’s trust company to advise clients on creative and sophisticated approaches to the transfer of assets.
As a former trust and estate attorney with more than a decade of private practice experience, Victoria blends a big picture approach with attention to the fine details of each relationship. Her strength is in her ability to deliver a client experience that is personalized, engaged and responsive. Victoria has a talent for taking complex ideas and concepts and communicating them in clear and intuitive terms. She derives a great sense of fulfillment from having a positive impact on each family’s financial life.
Before joining J.P. Morgan, Victoria practiced trust and estate law at Akin Gump Strauss Hauer & Feld LLP and Milbank, Tweed, Hadley & McCloy LLP. She is admitted to practice law in New York and Connecticut and is a member of the New York, Connecticut and Greenwich Bar Associations. Victoria is also a member of the Estate Planning Council of Lower Fairfield County.
A graduate of Duke University, Victoria earned a B.A. and graduated cum laude. She received her J.D., with honors, from The George Washington University Law School. Building on her private practice experience, Victoria earned an Advanced Certificate in Estate Planning from New York University School of Law.
Victoria lives in Darien, Connecticut, with her husband and 12 year-old twins. She is an avid runner and enjoys spending time outdoors with her family. Committed to giving back, Victoria is involved with her children’s public school and her local church.
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。