Andrew Brock leads the J.P. Morgan Private Bank offices in Central Texas. He and his team work with Central Texas’s most successful individuals, families, endowments and nonprofits, helping them define and achieve their financial, business and personal goals.
Andy has spent much of his career managing wealth for leading international families. With more than 15 years of financial services experience, he offers a deep well of knowledge to address the complex personal and business challenges that his clients often face. He is able to help his clients identify what they really want their money to do for their lives, families and communities - and then create a wealth plan that seeks to achieve that. Additionally, Andy is able to draw upon the best of J.P. Morgan’s global offerings and apply them locally, aiming to deliver effective long-term strategies tailored to the specific needs of each client. As the head of the Private Bank in Central Texas, he also builds, guides, and manages the talented team bringing strategies to all clients.
Andy joined J.P. Morgan in 2012 and first served in the London office, where he was responsible for defining and implementing the Private Bank’s UK business strategy. Previously, he had launched Bernstein Global Wealth Management’s London client practice. He began his career at State Street Research & Management in Boston.
Andy credits his New England upbringing and liberal arts education for his ability to listen actively and think critically. He grew up in New Hampshire and earned a B.A. in Economics and Rhetoric from Bates College in Maine. A passionate advocate for empowering young people through education and entrepreneurship, Andy was a trustee of the Wandle Learning Trust while living in London. Andy is the Co-Chair of the J.P. Morgan Chase Market Leadership Team for Austin and an active member of the Central Texas Angel Network. Along with his wife and two children, he joined the Austin community in 2019.
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。