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Sarah Backer
Wealth Planning Strategy, Advice Lab
簡歷
Sarah Backer is a Wealth Planning Strategy Associate at J.P. Morgan Private Bank. In her role, Sarah works across the firm’s training, thought leadership, and digital tools to provide bankers and clients with the resources they need to ultimately help clients articulate and achieve their wealth goals over their lifetime.
Sarah started her career with J.P. Morgan Private Bank in 2018 with the Tampa, Florida team. There she worked directly with wealthy individuals and their families across banking, borrowing, investing, and strategic planning. She transitioned to the Wealth Planning Strategy team in 2021 to focus specifically on financial planning and advice. In this role, she works across the Private Bank’s advice organization to deliver holistic solutions and resources for advisors to better understand and help their clients.
Sarah attended Princeton University, earning a B.A. in Economics and a certificate in Finance. She currently holds FINRA SIE and Series 7 and 63 licenses. Sarah is a CERTIFIED FINANCIAL PLANNERTM* professional.
Sarah was born and raised in Florida and moved to Texas in 2021. In her spare time, Sarah enjoys cross-stitching, baking, and travelling with her friends and family.
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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。