簡歷
Amanda D. Johnson is an Executive Director and Wealth Advisor at J.P. Morgan Private Bank. Amanda draws from her background in tax, law and finance, leveraging the intersection of these disciplines to simplify estate planning concepts. She works with high-net-worth individuals and their families to offer advice that is accessible and tailored to their individual planning goals.
Amanda truly enjoys connecting with clients to learn their motivations and the financial priorities and challenges they face. She feels honored to serve as a family counselor, illuminating the breadth of possibilities afforded by strategic wealth planning. Whether individuals are engaged in complicated structures or wish to wrap their arms around a particular tax scenario, Amanda serves as an experienced sounding board to provide insight and clarity. She has built a reputation for her empathetic style and ability to add value to long-term relationships.
As a former practicing attorney focused on tax, estate and charitable giving, Amanda has deep exposure to the needs of clients with complex planning needs. In 2018, she joined UBS for the opportunity to pivot toward wealth advisory, propelled by an interest in advancing financial literacy. Most recently, Amanda held a senior role at Wells Fargo Private Bank, where she received multiple awards for client service. A talented writer and subject-matter expert, she has spoken on webinars and at national events, and has published articles on carried interest planning, hedge funds and other important topics.
Amanda has a long history of success, which began as the valedictorian of her high school and continued to her undergraduate studies at Dartmouth College. She earned a J.D. and a Certificate in Tax Studies from the University of Connecticut School of Law. She received an LL.M. in Taxation from New York University School of Law. Amanda is licensed to practice law in New York, New Jersey, Connecticut and Florida. She is a member of the Society of Trust and Estate Practitioners.
Amanda and her husband have a five-year-old son and a French Bulldog. She loves to hike and travel and has recently taken up top rope climbing.
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。