簡歷
Angela Carrillo is an Executive Director and Trust Officer at the J.P. Morgan Private Bank in Florida. She joined J.P. Morgan in 2020 with 18 years of banking experience focused primarily in wealth management. In her role, Angela works with families who have named J.P. Morgan as trustee in their estate plans. While working closely with her clients’ attorneys, accountants and other professional advisors, she involves other specialists on the J.P. Morgan team to provide comprehensive wealth management planning that assists clients to meet all of their financial and wealth planning goals.
Prior to joining the Private Bank, Angela was a Trust Advisor at The Northern Trust Company where she was the Lead Relationship Manager for ultra high-net-worth clients. She provided guidance on potential estate and tax planning strategies, charitable giving, and estate and trust administration. Previously, she was an Estate Settlement Officer. Angela served as the corporate personal representative and trustee when a client named the Bank in a fiduciary capacity in their estate planning documents.
Angela is a member of the Estate Planning Council of Greater Miami. She is the current chair of the Professional Advisory Committee of the Miami Foundation. Angela is an active member of the Junior League of Miami and currently sits on the Board of Directors as the President.
Angela earned a B.S. from the University of Florida and an M.B.A. from the University of Miami. She is a graduate of the American Banker’s Association National Graduate Trust School at Northwestern University.
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。
*必填欄目
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。