Utility Name

Andy Harlan

Executive Director Banker

Princeton, NJ

Biography

Andy Harlan is an Executive Director and Banker at J.P. Morgan Private Bank in Princeton, New Jersey, where he offers specialized guidance to successful family business owners, healthcare providers, real estate developers, attorneys and corporate executives.

Andy prides himself on being a genuine advocate for his clients, identifying what they want to accomplish and connecting them to just the right resources at the Private Bank—and in the wider New Jersey area. His decade of experience advising family-owned businesses provides him with tacit knowledge of local policies and market dynamics, which he uses to help his clients identify and realize the impact they want to make. A natural connector, Andy values the relationships he forms with his clients and enjoys watching their businesses flourish. In turn, his diligence and enthusiasm results in his clients feeling that he’s truly a part of their organizations.

Before joining J.P. Morgan, Andy worked at Merrill Lynch as an assistant vice president and financial advisor. Prior to that, he was a marketing associate at Creative Financial Group. Andy is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and Series 63 licenses from FINRA. He earned an M.B.A. and a B.A. in Finance from Saint Joseph’s University.

A New Jersey native, Andy recently moved to the Princeton area from Hoboken with his wife. He also helps lead the Mercer County Trust and Estate Council as treasurer and acts as an Ambassador for the Raritan Valley Habitat for Humanity affiliate. When he’s not in the office or hiking the Sourland Mountains, Andy enjoys golfing and reading on the beach at the Jersey Shore.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

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