Our Pasadena Team Prioritizes You.
Katie Brody, Scott Christopher and Helen Mah share how our Pasadena team is committed to understanding your needs, goals and aspirations and delivering the full resources of J.P. Morgan.
Katie Brody:
It goes without saying that J.P. Morgan is a global powerhouse in the wealth management industry. But what really attracts clients to our Private Bank team…
…in Pasadena…
…are the individual relationships that our clients are able to build with their advisors.
Scott Christopher
The most important thing I would like a client to know about working with us is that we are focused on paying attention to you and always putting your interest first, and providing first-class service to you.
Katie Brody:
J.P. Morgan Private Bank in Pasadena is a local team of bankers who’s incredibly adept at managing the complexity of the local landscape, and able to deliver the resources that our global firm has to offer.
Helen Mah:
Our clients are busy, so they want one phone number to take care of their banking, investing, borrowing and planning needs.
If a client needs something done, we get that to them within minutes or hours.
This is the dedication and hard work that is extremely hard to find nowadays in the industry.
Katie Brody:
We are hyper focused on making sure that we have the best team of bankers to service our clients. Bankers who really care, bankers who focus more on listening to our clients’ needs than telling them their views. And bankers who are really integrated in the same community that they care about.
Scott Christopher:
And I think that’s what’s kept clients here so long and, and so happy at J.P. Morgan. It’s the investment performance, it’s the products, but at the end of the day the most important thing is they feel like they’re being well cared for and…
…we’re providing a high-level service.
Katie Brody:
It’s a really special thing when a family trusts you to help them make decisions that involve not just themselves and their children, but future generations.
It’s our job to understand all of their needs, all of their goals, all of their aspirations. To not just deliver what we have here in the Private Bank, but to really bring them the full breadth of J.P. Morgan.
Katie Brody:
It goes without saying that J.P. Morgan is a global powerhouse in the wealth management industry. But what really attracts clients to our Private Bank team…
…in Pasadena…
…are the individual relationships that our clients are able to build with their advisors.
Scott Christopher:
The most important thing I would like a client to know about working with us is that we are focused on paying attention to you and always putting your interest first, and providing first-class service to you.
Katie Brody:
J.P. Morgan Private Bank in Pasadena is a local team of bankers who’s incredibly adept at managing the complexity of the local landscape, and able to deliver the resources that our global firm has to offer.
Helen Mah:
Our clients are busy, so they want one phone number to take care of their banking, investing, borrowing and planning needs.
If a client needs something done, we get that to them within minutes or hours.
This is the dedication and hard work that is extremely hard to find nowadays in the industry.
Katie Brody:
We are hyper focused on making sure that we have the best team of bankers to service our clients. Bankers who really care, bankers who focus more on listening to our clients’ needs than telling them their views. And bankers who are really integrated in the same community that they care about.
Scott Christopher:
And I think that’s what’s kept clients here so long and, and so happy at J.P. Morgan. It’s the investment performance, it’s the products, but at the end of the day the most important thing is they feel like they’re being well cared for and…
…we’re providing a high-level service.
Katie Brody:
It’s a really special thing when a family trusts you to help them make decisions that involve not just themselves and their children, but future generations.
It’s our job to understand all of their needs, all of their goals, all of their aspirations. To not just deliver what we have here in the Private Bank, but to really bring them the full breadth of J.P. Morgan.
An extensive array of capabilities to meet your goals
Planning
Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.
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Investing
We provide best-in-class advice and service, delivered by a global team of seasoned investment professionals.
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Lending
Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.
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Banking
Complex finances demand more from a banking relationship. Get the flexibility to confidently meet your needs.
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Our Pasadena team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
We bring you a team of specialists in Pasadena carefully curated to match your goals.
The Giving List
This special report features our Private Bank executives discussing some of the biggest trends in philanthropic giving, and how the PB partners with clients on building their legacy.
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J.P. Morgan named ‘Best Private Bank’ in world and U.S., earning over 200 awards in Euromoney survey
Prestigious annual survey recognizes J.P. Morgan Private Bank’s service to clients by voting us as the best globally and awarding us more top honors than any other firm.
Learn MoreFresh thinking that could impact your financial life
Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.
