Across Long Island, there's many different opportunities for wealth management. I think the thing that makes Long Island's Private Bank unique is we work with a small group of families where we each can dive into their specific issues, but we are available to anyone who might need help.
The Private Bank is something very special that has existed for over 200 years, servicing the wealthiest families across the world. The way that it has developed is that it has become accessible to those who are wealthy in local areas, like Long Island, and for us, we are able to bring that in a really differentiated way. We are able to supplement that with some high-level services. We sit in a corporate office, and we support only the wealthiest clients on Long Island, across business owners, corporate executives, inherited wealth, and also nonprofits profits in a way that really differentiates us from our competitors because we're able to marry local with institutional.
One of the benefits of the Private Bank, especially here locally on Long Island, is exactly that, that local feel. We bring all the capabilities of a global firm to the local market, really honing in on what makes Long Island tick. We are a unique marketplace here, given that we're so close to New York City, and there's so many different pockets and different areas of Long Island that have different diverse backgrounds. And one of the ways that we're able to really get in the weeds with our clients is by knowing the local market.
The Long Island office is so unique, and the opportunity is so wide. It stretches from Manhasset to the Hamptons. What I think is so interesting is that there's so many business owners, and there's so many people that have accumulated wealth and are looking for advice. I think, what's special about Long Island is that we have created a network of people, and it's so amazing to be able to be a connector in Long Island.
So if I have a client that sold a business and wants to open up a restaurant, I'm able to introduce him to someone who owns a restaurant in Sag Harbor. And I think the power of connection is what makes our team and office so special.
If you're from Long Island or you know anyone from Long Island, you know that it is a unique place. You go all the way from the tip of Queens to the tip of Montauk, and there are communities all throughout the island that are very, very strong, have long histories, and are very different. So our office is really great because we have representation across almost every community, whether it's Nassau County, Suffolk County, North Shaw, South Shaw, the Hamptons, or different communities and different cultures across the whole island.
What's great about our team and as we continue to grow is we have partners that are part of these communities. And that's really important to our clients because it really represents who they are and their families and the circles that they run in.
I love what I do. I think the job is very rewarding, to be able to work with families, business owners, to start them on a path of inquiry into liquidity event of their business, and then walk them through the steps on how we get to an idea or proposal to a final conclusion. And it's very rewarding to have been able to help the family in such a way that leaves a huge impact and lasting impression.
Clients want life to be simple, and if we can make their lives, at least in their financial aspect, simpler, be in their worlds where they are, meeting them where they are, and helping to elevate them locally and take
time out of their day to focus on really important things, and that's what makes being here on Long Island in our Private Bank just so very special.
(DESCRIPTION)
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, JP MORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES, SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.
Local Look Garden City.
Many sail boats float upon a calm body of water. Aerial footage captures a small town nestled among autumn trees. A main road cuts through the center, lined with buildings and houses. A body of water appears to the right. Text: Jennifer Marks, Market Team Lead, JP Morgan Private Bank Garden City.
(SPEECH)
Across Long Island, there's many different opportunities for wealth management. I think the thing that makes Long Island's Private Bank unique is we work with a small group of families where we each can dive into their specific issues, but we are available to anyone who might need help.
(DESCRIPTION)
The JP Morgan front office includes dim lighting and unique decor on display in built-in shelves. Text: Allison Roye, Banker, JP Morgan Private Bank Garden City.
(SPEECH)
The Private Bank is something very special that has existed for over 200 years, servicing the wealthiest families across the world.
(DESCRIPTION)
Allison speaks in a meeting. A circular driveway surrounds a garden in front of a stately coastal home.
(SPEECH)
The way that it has developed is that it has become accessible to those who are wealthy in local areas, like Long Island,
(DESCRIPTION)
Sail boats bob upon ocean water.
(SPEECH)
and for us, we are able to bring that in a really differentiated way. We are able to supplement that with some high-level services.
(DESCRIPTION)
A woman works at a cubicle. A man and woman sit in chairs facing each other in a furnished office. A man and woman have a discussion in seats beside a garden. Three people engage in conversation in an office.
(SPEECH)
We sit in a corporate office, and we support only the wealthiest clients on Long Island, across business owners, corporate executives, inherited wealth, and also nonprofits profits in a way that really differentiates us from our competitors because we're able to marry local with institutional.
(DESCRIPTION)
Text: Jason Mairowitz, Banker, JP Morgan Private Bank Garden City.
(SPEECH)
One of the benefits of the Private Bank, especially here locally on Long Island, is exactly that, that local feel.
(DESCRIPTION)
Women have a conversation in a conference room. A man and woman speak to each other as they walk outside. Professionals participate in a meeting.
(SPEECH)
We bring all the capabilities of a global firm to the local market, really honing in on what makes Long Island tick.
(DESCRIPTION)
Aerial footage captures Long Island city streets. A stone walking bridge travels across a body of water surrounded by autumnal trees.
(SPEECH)
We are a unique marketplace here, given that we're so close to New York City, and there's so many different pockets and different areas of Long Island that have different diverse backgrounds.
(DESCRIPTION)
A two-story brick building stands on a forested hillside.
(SPEECH)
And one of the ways that we're able to really get in the weeds with our clients is by knowing the local market.
(DESCRIPTION)
A spacious, empty conference room appears. Text: Courtney Celebre, Banker, JP Morgan Private Bank Garden City.
(SPEECH)
The Long Island office is so unique, and the opportunity is so wide. It stretches from Manhasset to the Hamptons.
(DESCRIPTION)
Waves roll in toward a narrow beach. A road separates the beach from a large three-story home. The Northport Hotel, Heartichoke, Northport Books, and Northport Sweet Shop Luncheonette business fronts appear, followed by a meeting between Courtney, Jason and others.
(SPEECH)
What I think is so interesting is that there's so many business owners, and there's so many people that have accumulated wealth and are looking for advice. I think, what's special about Long Island is that we have created a network of people, and it's so amazing to be able to be a connector in Long Island.
(DESCRIPTION)
Courtney smiles as she speaks to a woman. They stand beside cubicles.
(SPEECH)
So if I have a client that sold a business and wants to open up a restaurant, I'm able to introduce him to someone who owns a restaurant in Sag Harbor. And I think the power of connection is what makes our team and office so special.
(DESCRIPTION)
The Long Island Commuter Rail glides past. Aerial footage captures stately coastal homes. Text: Brittany Handelson, Banker, JP Morgan Private Bank Garden City.
(SPEECH)
If you're from Long Island or you know anyone from Long Island, you know that it is a unique place. You go all the way from the tip of Queens to the tip of Montauk, and there are communities all throughout the island that are very, very strong, have long histories, and are very different.
(DESCRIPTION)
A Tudor-style home and a two-story brick home appear, followed by a golf course, aerial footage of a city intersection and of sail boats in the water.
(SPEECH)
So our office is really great because we have representation across almost every community, whether it's Nassau County, Suffolk County, North Shore, South Shore, the Hamptons, or different communities and different cultures across the whole island.
(DESCRIPTION)
Brittany walks alongside a colleague.
(SPEECH)
What's great about our team and as we continue to grow is we have partners that are part of these communities.
(DESCRIPTION)
A woman speaks during a meeting. Brittany sits in an office and speaks to another man.
(SPEECH)
And that's really important to our clients because it really represents who they are and their families and the circles that they run in.
(DESCRIPTION)
Text: Eric Volges, Banker, JP Morgan Private Bank Garden City.
(SPEECH)
I love what I do. I think the job is very rewarding, to be able to work with families, business owners, to start them on a path of inquiry into liquidity event of their business, and then walk them through the steps on how we get to an idea or proposal to a final conclusion. And
(DESCRIPTION)
Eric meets with a young man, then shows him information on computer screens. The young man nods. In another scene, they stand in a hallway and engage in conversation.
(SPEECH)
it's very rewarding to have been able to help the family in such a way that leaves a huge impact and lasting impression.
(DESCRIPTION)
Jennifer Marks walks outside while talking on her phone, then meets with clients and colleagues.
(SPEECH)
Clients want life to be simple, and if we can make their lives, at least in their financial aspect, simpler, be in their worlds where they are, meeting them where they are, and helping to elevate them locally and take time out of their day to focus on really important things, and that's what makes being here on Long Island in our Private Bank just so very special.
(DESCRIPTION)
Jennifer smiles. Text: JP Morgan Private Bank.
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