簡歷
Victoria Bolton is a Managing Director and Wealth Advisor in the Greenwich, Connecticut, office of J.P. Morgan Private Bank. She works closely with affluent individuals and their families to open up the breadth of opportunities derived from strategic wealth management and tax-driven estate planning.
Victoria listens carefully and then crafts customized recommendations that align with her assessment of each family’s aspirations and philanthropic intent. She coordinates with the firm’s trust company to advise clients on creative and sophisticated approaches to the transfer of assets.
As a former trust and estate attorney with more than a decade of private practice experience, Victoria blends a big picture approach with attention to the fine details of each relationship. Her strength is in her ability to deliver a client experience that is personalized, engaged and responsive. Victoria has a talent for taking complex ideas and concepts and communicating them in clear and intuitive terms. She derives a great sense of fulfillment from having a positive impact on each family’s financial life.
Before joining J.P. Morgan, Victoria practiced trust and estate law at Akin Gump Strauss Hauer & Feld LLP and Milbank, Tweed, Hadley & McCloy LLP. She is admitted to practice law in New York and Connecticut and is a member of the New York, Connecticut and Greenwich Bar Associations. Victoria is also a member of the Estate Planning Council of Lower Fairfield County.
A graduate of Duke University, Victoria earned a B.A. and graduated cum laude. She received her J.D., with honors, from The George Washington University Law School. Building on her private practice experience, Victoria earned an Advanced Certificate in Estate Planning from New York University School of Law.
Victoria lives in Darien, Connecticut, with her husband and 12 year-old twins. She is an avid runner and enjoys spending time outdoors with her family. Committed to giving back, Victoria is involved with her children’s public school and her local church.
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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。