Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
簡歷
Erin Shaw is the Market Manager for the J.P. Morgan Private Bank in Indiana and Kentucky. In her role, Erin delivers holistic advice and guidance, helping individuals and their families build, preserve and manage their wealth for themselves and future generations.
The cornerstone of Erin’s approach is the trusted relationship that she fosters with each client. Working closely together, Erin is able to design and deliver strategies that are tailored to address each client’s unique needs –from managing everyday banking to tax-aware borrowing opportunities, long-term investment planning and philanthropic giving.
Prior to joining the Private Bank, Erin was a Market Director with Chase Wealth Management where she led a team covering the Indianapolis Northeast Market. In addition, she spent 8 years with Chase Investments as a Market/Investment Manager and started with the firm as a Financial Advisor.
A native of Zionsville, IN, Erin received her B.S. degree from Hanover College where she played collegiate volleyball. Erin also received her MBA from Indiana Wesleyan. She holds FINRA Series 7,4,24,53, and 63 licenses and has earned the Certified Financial Planner™ certification.
Education:
Bachelor of Sciences, Hanover College
MBA, Indiana Wesleyan
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。