Naples, FL

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Logo: J.P. Morgan Private Bank. Text: Investment and insurance products are not F.D.I.C. insured, Not insured by any federal government agency, not a deposit or other obligation of, or guaranteed by, J.P. Morgan Chase Bank, N.A. or any of its affiliates. Subject to investment risks, including possible loss of the principal amount invested. A bird's eye view of a neighborhood filled with palm trees. Text: Local Look Naples. An gray office building with glass windows. Inside is a spacious lobby in light gray marble. Richard Grows, Executive Director, Market Team Lead, J.P. Morgan Private Bank Naples.

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The reason I think that a client should consider doing business with JPMorgan Private Bank here in Naples is that we have a generational team. So we have a group that can help our clients who have multi-generational wealth continue on that journey of family governance, philanthropy, making suitable investment decisions not only over the next 10 years but over the next 30 to 40, 50 years.

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Employees speak around a meeting table. Richard Block, Executive Director, Banker, J.P. Morgan Private Bank Naples.

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I think the perception often is is that Southwest Florida is a place where people go to retire. But I think people are opting to say, this is where I want to be. It's a destination I want to live. We

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An office is decorated with modern furniture in neutral hues.

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have the most beautiful office space that we could imagine, and we're totally thankful that the firm saw to it to make sure that our office was befitting of the culture of JPMorgan in general.

But I think it's also a testament to their commitment. They understand the changes in demographics, the changes in the population growth, and also just the dynamism of the people who live here.

It's

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Preston Came, Executive Director, Banker, J.P. Morgan Private Bank Naples.

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very exciting to work with the younger generation that's now moving to Naples. Traditionally, this was an older market, which had a more conservative investment profile.

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He speaks to a client on an office sofa.

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Our newer, younger clients really are able to use the entire JPMorgan platform, including private credit and private equity.

We

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Mary Kowarick, Managing Director, J.P. Morgan Private Bank Naples. She speaks to colleagues in the office.

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have fantastic clients. They're down to earth, easy to work with. There's a value set that is very much in line with the values that we hold as a firm. JPMorgan has so much more than just investments, and that is not where we start. We start by getting to families, understanding what's truly important to them so that we can deliver in a much more curated way how we can deliver our platform.

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Carlos Batlle, Managing Director, Wealth Advisor, J.P. Morgan Private Bank Naples and Miami.

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If I were asked why I work in the Naples Private Bank office, I would say in a word, opportunity-- the opportunity to grow along with the Naples office and the opportunity to help a new generation of Naples residents achieve their goals. We

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Employees work at desks in the office.

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here are fortunate enough to work with the folks who are established Naples residents who have been here for decades, and we're also fortunate to work with the younger generation that's moving here, folks who are bringing very interesting dynamic ideas from other parts of the country.

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A banker speaks to clients in a meeting room. Cynthia Lammert, Vice President, Banker, J.P. Morgan Private Bank Naples.

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Clients, especially those that are of the high net worth and affluent families, have the opportunity to work with multiple providers. And the reason why they should choose us here at Naples and in the Private Bank is because of our ability to be able to understand their unique challenges. We're able to understand what is most important to them, which includes their family, their faith, their health, and their wealth.

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She sits at a table with colleagues taking notes. Mark Malone, Managing Director, Head of Investments and Advice, J.P. Morgan Private Bank Greater Florida.

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I've lived all over Florida. I've been in Florida my entire life, and I can tell you there is no better place in Florida to live than Naples.

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He and a client look at a tablet.

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I love helping people and thinking about their journey when it comes to their financial lives. And that is incredibly important to me.

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Grows.

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There's younger wealth that's moving down here. There are new businesses that are being formed, and that's what's really exciting is I think about the future and what it holds for this office and for the families that live here.

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Logo: J.P. Morgan private Bank.

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Text: J.P.Morgan PRIVATE BANK, INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT A DEPOSIT OR OTHER OBLIGATION OF OR GUARANTEED BY JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES, SUBJECT TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Please read important information at the end. A person attaches a video camera to a stand. Lights come on. A man in a gray suit walks into a bank. He sits down in front of the camera and lights. A man clicks a clapperboard in front of him. Text: Leadership Spotlight: Richard Grows

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I started my career in Milwaukee, Wisconsin, where I was born and raised.

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Richard Grows, MARKET TEAM LEAD J.P. MORGAN PRIVATE BANK, NAPLES. He walks on a dock with many yachts.

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My background is in accounting by trade. I always had a passion for numbers but really wanted to be able to tie that together with working with people and helping solve problems. And so got started with JP Morgan as an investment assistant.

I was there for 10 years, grew in my career, worked my way as an associate and then a VP working with some of our larger clients, and then was tapped on the shoulder back in 2018 to move down to Naples as we work to expand this market and our footprint in southwest Florida. And that's what brought my family and I here.

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A luxurious lounge area with easy chairs, sofa, kitchen area, large windows.

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It's really my job to set the culture for the office, the expectation, you know, the pulse to which we work each and every day, the heartbeat of the organization.

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He meets with colleagues in a conference room with huge windows. He walks with another man in the hall and looks at a tablet.

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JP Morgan is so large and complex. And we have incredible resources and capabilities but really bringing that together at a local level with the people. Because at the end of the day, our peoples are the most important asset. That's why my job is to build an accountability framework, to build a collaborative team that works well together, and delivers best-in-class solutions for our clients.

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He walks along the waterfront. The reception desk for JP Morgan. It's made of marble with wood and marble walls.

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The thing I probably love most about being the team lead is it's a player-coach role. So, you know, I'm helping, much like a coach would of a baseball team or a basketball team, build an identity and help people become better at their craft. And here in the community, it's a unique place to serve. You have wealth from all across the country that's migrating to southwest Florida and wealth that has been created in so many different ways. And so we have a diverse team in terms of interests and passions, expertise, and really bringing that all together so that we can make really good and informed decisions for the families that we advise.

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He walks on a dock next to yachts.

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I had a client go through an unfortunate situation in terms of family dynamics and, you know, to really hear the spouse say, like, we wholeheartedly trust you guys. And we believe you have our best interests in mind. And we know you're working for our best interests and not your own. Like, that was super rewarding. That really made me feel proud of what I do day in and day out. And I truly believe that JP Morgan, you know, we're a Wall Street based bank. But like, we do care about our clients. And we do look to serve them to the best of our capabilities, not only with resources and advice, but just from an empathetic perspective and being there for them and their kids and their grandkids.

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He walks down the hall with an older man.

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The one thing that I'm setting out to accomplish right now, given my tenure with the firm, is just taking this office to the next level, and again, getting the best that I can out of the people that are here and hiring the best in class in terms of what we're looking for from a cultural standpoint and bringing an advisor to JP Morgan. When I joined the Naples office, we were a team of six. Today, we're a team of 20 with plans to grow to a team of 30. And so I'm really excited for what the future holds. I think there's a tremendous opportunity here. And we have a multi-generational team because we need to grow with multi-generational families.

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Text: J.P.Morgan PRIVATE BANK