Stephen E. Parker is a Wealth Advisor at J.P. Morgan Private Bank in Atlanta, Georgia. In his role, he provides clients across the Southeast with ongoing guidance on tax-efficient wealth and estate planning strategies. He draws on the resources available across JPMorgan Chase & Co. to help address clients’ most complex wealth planning needs.
Prior to joining J.P. Morgan, Stephen spent 13 years working at a law firm and was most recently a partner in the Family Wealth Planning Department of Cohen, Pollock, Merlin and Small. Stephen is a member of the American and Georgia Bar Associations. He is also a member of the Georgia Fiduciary Law Section Legislation Committee and a member of the Planned Giving Advisory Board for Emory University.
In 1989, Stephen received a Bachelor of Science in Business Administration (magna cum laude) from Washington University in St. Louis, and in 1992, he earned a J.D., with distinction, from Emory University School of Law.
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。
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: • 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。