Charlotte, NC

4350 Congress Street, Suite 150
Charlotte, NC 28209
(704) 339-6849 Office Phone Opens in a new window

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.

We Recommend

Goals-Based Planning

This fall, take control of your finances—and future

Four actions you can take now to make a big difference.

Oct 16, 2019

Investment Strategy

We have good news and bad news

Top Market Takeaways: Your weekly download in 3 minutes

Oct 18, 2019

Goals-Based Planning

My Next Move

A new podcast that humanizes money decisions.

Michael Liersch

more insights

Our Leadership

Matthew Moore

Managing Director, Banker Team Lead

Charlotte, NC

Albert Zue

Executive Director, Investment Specialist

Charlotte, NC

Claire DiPlacido

Vice President, Lending Advisor

Charlotte, NC

Available Services

Planning & Advice

Goals-based investing and advice

Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.

Investing

Impact investing

Impact investing may be the most exciting of all the sustainable investing strategies. It's intended to generate measurable positive social or environmental impact alongside financial return. Learn more.

Lending

Securities-based lending

How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.

Investing

Thematic managed strategies

Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.

Planning & Advice

Protecting your personal wealth

Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.

Banking

Digital capabilities for U.S. Clients

Access your accounts, move money and protect your information. Our web-based tools and apps make it possible.

Planning & Advice

Goals-based investing and advice

Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.

Planning & Advice

Estate planning

Our wealth advisors share their decades of experience and unique perspectives with you and your attorneys to turbocharge your estate planning process.

Planning & Advice

Cross-border wealth advisory

Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.

Planning & Advice

Business owner advisory

Owning a business comes with its own set of challenges. That’s why we offer strategic, impartial advice and a sounding board whenever you need it.

Planning & Advice

Executive compensation advisory

Our specialists have thought through the big challenges facing today’s corporate executives—and how best to address them. They can translate these innovative but practical approaches into a strategy just for you.

Planning & Advice

Philanthropy

When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.

Planning & Advice

Cybersecurity & fraud awareness

We provide educational programs and materials to help you, your family and your home office staff to understand emerging threats and stay up to date on fraud protection best practices.

Planning & Advice

Family wealth management

We provide personalized wealth advice, planning and management for families with complex financial needs.

Investing

Managed portfolio strategies

What sets us apart? A client-first philosophy that starts with a dialogue focused clearly on your objectives and the best way to meet them.

Investing

Alternative investments

Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.

Investing

Brokerage

At the Private Bank, we give you more than just execution. You'll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.

Investing

Sustainable investing

You have enormous power to change our society and environment for the better. But building an effective sustainable portfolio can be daunting. We can guide you.

Banking

Custody services

When you're ready to take advantage of institutional-level investment services, we can connect you to our global custody platform through your private banking relationship.

Banking

Personal banking

Our client service team gets to know you on a personal level and manages your full J.P. Morgan relationship, looking at your entire financial picture to make banking more efficient and more focused on your needs.

Banking

Business banking

Our customizable business banking tools are designed to keep up with you, optimize your operating cash and save precious time.

Banking

Digital capabilities

Our range of award-winning digital tools, capabilities and mobile apps make banking easier and more secure than ever before.

Lending

Real estate lending

Our real estate lending specialists tap resources from across the entirety of JPMorgan Chase to deliver the property intel and financing you need to meet your unique goals.

Lending

Securities-based lending

How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.

Trusts & Estates

Specialty asset management

Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of non-financial assets in your trust or estate, such as real property, private businesses and mineral interests.

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.

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.

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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Goals Based Investing and Advice

This fall, take control of your finances

A bank for achievers

"Collective Identity" – Paris Photo 2019

Charlotte, NC

Our Office

We Recommend

This fall, take control of your finances—and future

We have good news and bad news

My Next Move

Our Leadership

Matthew Moore

Stephen Parker

Albert Zue

Claire DiPlacido

Available Services

Goals-based investing and advice

Impact investing

Securities-based lending

Thematic managed strategies

Protecting your personal wealth

Digital capabilities for U.S. Clients

Goals-based investing and advice

Estate planning

Cross-border wealth advisory

Business owner advisory

Executive compensation advisory

Philanthropy

Cybersecurity & fraud awareness

Family wealth management

Managed portfolio strategies

Alternative investments

Brokerage

Sustainable investing

Custody services

Personal banking

Business banking

Digital capabilities

Real estate lending

Securities-based lending

Specialty asset management

Local interest

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

Why JPMorgan put Charlotte at top of its expansion plans

Veteran awarded free home in Fort Mill, South Carolina

Tell Us More About You

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck