Managing Director Head of Tax Advisory, Advice Lab
Thomas McGraw is a senior member of J.P. Morgan Private Bank’s Advice Lab, a multidisciplinary team of subject matter specialists who develop innovative strategies. Mr. McGraw’s areas of expertise include tax and fiduciary matters.
Mr. McGraw was formerly a group head in J.P. Morgan Private Bank’s Trust Department, which he joined in 1988 after five years leading groups in tax advisory, compliance and fiduciary services within J.P. Morgan’s Tax Department.
Prior to joining the firm in 1983, Mr. McGraw worked at the Internal Revenue Service, serving as a staff assistant in the Commissioner’s office and later as an attorney in the Central Region District Counsel’s office. Mr. McGraw received his B.S. from Villanova University and his J.D. from the University of Kentucky.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • 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.