Executive Director Banker
Joe Levi is an Executive Director in the Nashville office of J.P. Morgan Private Bank. Working with ultra-high-net-worth individuals and their families, he and his team offer insights and strategies to help address the challenges associated with growing and sustaining wealth across generations.
Joe has worked in the private wealth management industry for over 20 years. Prior to joining J.P. Morgan, he was Senior Vice President and Market Manager for Synovus Bank.
Active in the community, Joe currently serves as Chairman of The Economic Club of Nashville and as Treasurer of YMCA Foundation of Middle Tennessee. He is the past Chairman of the Board of the Antiques and Garden Show of Middle Tennessee, and past President of The Economic Club of Nashville.
Joe received a Bachelor of Science in Business from the University of Tennessee, and is a CERTIFIED FINANCIAL PLANNER™ professional.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.