Associate Investment Professional
Sarah Demaree is an Investment Professional with the J.P. Morgan Private Bank in Naples, Florida. Sarah works with the Bankers to provide planning and investment advice to families, individuals, foundations and endowments of significant wealth. She joined the Private Bank in 2021 after more than seven years in the investment industry.
Before joining J.P. Morgan, Sarah was an investment advisor with BB&T Investments where she helped clients by using a goals-based planning approach. Prior to this, she was an advisor with Northwestern Mutual where she helped clients with both investment and insurance needs.
Sarah earned a bachelor’s degree from The Ohio State University and holds Series 6, 7, 63 and 65 Securities Licenses. She also has her Life & Health Insurance license. Raised in Ohio, Sarah currently resides in Naples, Florida, with her husband and two children.
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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。