Our Seattle team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
Our Seattle Team Prioritizes You.
At J.P. Morgan, we put our clients first. Tim Howell, Renee Brisbois, and David Kirtman describe how our Seattle team is dedicated to providing your family with exceptional service and tailored advice.
Tim Howell
it's amazing. We've been managing families and relationships for over 200 years.
Renee Brisbois
What my clients tell me is that our service level is above the service level they have ever received from any other financial services firm.
David Kirtman
when they get brought into our firm they're surprised by all the personal attention that they're getting 'cause their assumption is, you're big, you'll forget about me. Um, but that's- you know that- that's the beauty of- of the private bank is, we deliver this personal attention
Renee Brisbois
I'm currently working with a family where I'm banking the fourth generation,
I had originally banked their grandfather, and they were completely in awe because they didn't know him very well. And so they were asking me questions about their grandfather and their great-grandfather, and it was just a great feeling to be able to share a little bit of history of my interactions with him, because he was an amazing man.
Tim Howell
very personal thing that we do when we work with families, so we're very much ingrained in the fabric of the families that we work with.
Tim Howell
it's amazing. We've been managing families and relationships for over 200 years.
Renee Brisbois
What my clients tell me is that our service level is above the service level they have ever received from any other financial services firm.
David Kirtman
when they get brought into our firm they're surprised by all the personal attention that they're getting 'cause their assumption is, you're big, you'll forget about me. Um, but that's- you know that- that's the beauty of- of the private bank is, we deliver this personal attention
Renee Brisbois
I'm currently working with a family where I'm banking the fourth generation,
I had originally banked their grandfather, and they were completely in awe because they didn't know him very well. And so they were asking me questions about their grandfather and their great-grandfather, and it was just a great feeling to be able to share a little bit of history of my interactions with him, because he was an amazing man.
Tim Howell
very personal thing that we do when we work with families, so we're very much ingrained in the fabric of the families that we work with.
An extensive array of capabilities to meet your goals
Planning
Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.
Learn more
Investing
We provide best-in-class advice and service, delivered by a global team of seasoned investment professionals.
Learn more
Lending
Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.
Learn more
Banking
Complex finances demand more from a banking relationship. Get the flexibility to confidently meet your needs.
Learn more
We bring you a team of specialists in Seattle carefully curated to match your goals.
Lauren Anderson featured in Puget Sound: Essential Estate Planning Steps for the Puget Sound Region
J.P. Morgan's Lauren Anderson emphasizes the importance of estate planning in the Puget Sound region, highlighting key steps such as inventorying assets, understanding ownership and beneficiary designations, planning for guardianship, appointing decision-makers, and maintaining open communication to ensure your wishes are honored and your family is protected.
Learn More
Jamie Hackleman featured in the Puget Sound Business Journal
Discover strategies to enhance your philanthropic goals and make a lasting difference.
Learn More
Proudly expanding our reach in the Pacific Northwest
Our team in Seattle is growing, and we’re thrilled to welcome Bankers Olive Goh, James Harding and Jorge Valcarcel to the Private Bank. With decades of experience, they have collectively overseen more than $2 billion in client assets.
LEARN MORE
Four mistakes with life insurance you don’t need (or want) to make
Permanent or term, purchasing insurance can be distressing and mind-boggling—but oh-so-necessary for your family’s future well-being.
Learn More
Los Angeles Business Journal 2024 Leaders of Influence: Wealth Managers
We are proud to announce that the Los Angeles Business Journal recently named Managing Directors Olivier de Givenchy, Rick Barragan and David Regan on the 2024 Leaders of Influence: Wealth Managers list.
Learn MoreFresh thinking that could impact your financial life
Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.
