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

Matthew Moore

Matthew Moore

Managing Director, Banker Team Lead

Stephen Parker

Stephen Parker

Managing Director, Wealth Advisor

Albert Zue

Albert Zue

Executive Director, Investment Specialist

Claire DiPlacido

Claire DiPlacido

Vice President, Lending Advisor

Available Services

Local interest

JPMorgan Chase Continues Expansion into North Carolina, Opens First Retail Branch in the State

JPMorgan Chase Continues Expansion into North Carolina, Opens First Retail Branch in the State

JPMorgan Chase Chairman and CEO Jamie Dimon and other Bank officials visited North Carolina to help open the first retail branch in the state. As part of a nationwide expansion, the firm plans to open 40 branches in North Carolina in the next three years.

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Why JPMorgan put Charlotte at top of its expansion plans

We are excited to be expanding our bricks-and-mortar network into the Carolinas. As a vibrant and growing city, Charlotte tops the list of cities for our nationwide firm expansion project.

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The winning veteran and family with Chase representatives.

Veteran awarded free home in Fort Mill, South Carolina

Our Military Donations Team is working hard to meet our goal of 1,000 mortgage-free homes for veterans! This week U.S veterans Christian Robinson, Paige Ford, and Kristerpher Smith are presenting a mortgage-free home to Army veteran Tamekia Sanders in Ft. Mill, South Carolina.

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