Vice President Banker
As a Banker in J.P. Morgan’s Private Bank, Laurie and her team focus exclusively on high net worth wealth management for individuals and their families. Laurie strives to gain a full understanding of each of her clients’ goals and priorities before providing proactive guidance on a broad range of wealth management concerns, including goal-oriented investment and asset allocation guidance, philanthropic planning, executive compensation, multi-generational wealth transfer, diversification of concentrated positions, and liquidity needs.
Laurie transferred to the Nashville Private Bank team from J.P. Morgan’s Chicago office, where she worked closely with her clients to develop comprehensive financial plans, including asset allocation, investment implementation, philanthropy and estate planning.
Laurie earned her bachelor’s degree from the University of Iowa and holds FINRA Series 7 and 63li censes. She lives in Brentwood with her husband and children.
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