Carlos Batlle is a Managing Director and Senior Wealth Advisor at J.P. Morgan Private Bank in Miami. He is responsible for drawing upon the vast, global resources of J.P. Morgan to provide wealthy individuals and families in Florida innovative wealth planning and transfer solutions with an integrated view of combining credit, investing and tax tools. To ensure proper coordination of our clients’ personal and professional needs, he works directly with their attorneys, accountants and other outside advisors to create a holistic, integrated plan. He also partners with other specialists at J.P. Morgan to provide comprehensive wealth management capabilities that help clients meet all of their financial goals.
Carlos joined J.P. Morgan after 23 years of private practice from the law firm Squire Sanders Dempsey, where he led that firm's South Florida Trust & Estate practice. He focused his practice on wills, trust and estate planning, probate and trust administration and fiduciary litigation. He also provided estate planning advice to international clients, assisted U.S. and non-U.S. taxpayers in structuring their investments abroad and advised individuals on the taxation and structuring of their domestic and offshore trusts and associated corporate groups. Additionally, he served as counsel for Latin America-based family groups and their related enterprises. Prior to Squire Sanders, Carlos was a Partner at Steel Hector & Davis in Miami.
Carlos has been honored as the Professional Advisor of the Year by the Key Biscayne Community Foundation and serves as the Chairman of the Board. He is also a Circuit Representative of the Florida Bar Association's Real Property, Probate, & Trust Law Section as well as a member of the Executive Council. A graduate of Belen Jesuit, he serves as President of the board of directors for the Belen Jesuit Alumni Association. He is also a member of the Trust Executive Committee for the Florida Bankers Association. Carlos received his B.S. from Georgetown University, his J.D. from Columbia University, his LL.M from the University of Miami and is fluent in Spanish.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。