Utility Name

Marc Seaverson

Wealth Strategist

Biography

Marc Seaverson is a Wealth Strategist for J.P. Morgan Private Bank. He provides customized strategies on complex financial issues facing the Private Bank’s clients and their professional advisors in a manner that helps them gain confidence in achieving their long-term goals. Marc is experienced in advanced asset allocation, retirement planning, estate and philanthropic planning, pre-transaction business sales, and concentrated single-stock exposure.

Prior to joining J.P. Morgan, Marc worked at Bernstein Global Wealth Management as a Financial Advisor. Before joining J.P, Morgan, he led the strategic planning efforts in the southeast as a Wealth Management Specialist at Bernstein. He has also worked at State Street Bank.

Marc earned a B.B.A. in Finance from the University of North Dakota and an M.B.A. in International Business from Old Dominion University. He has studied in London, England, and Stockholm, Sweden. Marc holds the Series 7 and 63 securities licenses.

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