Our Office

What impact would you like to make? At J.P. Morgan Private Bank, we'll start there. We have been helping families like yours identify, manage and meet their financial goals for generations. Highly personalized banking. Wealth planning. Investing. Lending. And surrounding it all, advice tailored to your unique needs—to create the life and legacy you envision.

Our Leadership

Joseph Terry

Joseph Terry

Executive Director, Banker

Josh Navarro

Josh Navarro

Managing Director, Head of Investments

Mary Paz De Luis

Mary Paz De Luis

Vice President, Lending Advisor

Marc Seaverson

Marc Seaverson

Executive Director, Wealth Strategist

Mel Martinez

Mel Martinez

Managing Director

Available Services