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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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What We Do
Who We Serve
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About Us

Orlando FLORIDA

(407) 236-5403 Contact Number

450 South Orange Avenue, 10th Floor

Orlando, FL 32801

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Get to know our team in Orlando

We’re here for you in The City Beautiful—ready to open doors, seize opportunities and create a private banking experience that’s uniquely yours.
Connect with us today

Travis Damon, CFP®

Executive Director, Team Lead

Mark Malone

Managing Director, Market Manager

Mary Paz De Luis

Managing Director, Regional Practice Lead for Lending Solutions

Marc Seaverson, CPWA®

Managing Director, Senior Wealth Strategist and Southeast Regional Lead

Christopher Brandriff

Managing Director, Region Head of Southeast Private Bank

Josh Navarro

Managing Director, Regional Head of Investments and Advice

Simon Levine

Managing Director, CEO Of Southeast Region

Let’s work together to achieve your goals in Florida

We’re here to turn your vision into reality, bringing dedication and creativity to each opportunity.
Connect with our team
We’re proud to live and work in such a beautiful place and connect with our communities here in Central Florida. The specialists in our Downtown Orlando office are ready to help meet your goals, whether you are focused on building, preserving or transferring your wealth. We’re more than bankers and advisors—we’re your partners in progress. Together, let’s explore new paths, seize opportunities and shape a future that reflects your aspirations.
 
 
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
Wealth planning & advice
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
Explore lending services
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
Investing with J.P. Morgan
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
Explore our offerings
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Economy & Markets Apr 21, 2026

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Philanthropy Nov 20, 2025

Act now: 3 key steps for your giving before tax changes take effect

Let’s build something lasting—connect with our Private Bank team in Orlando today.
Let’s talk