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.
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。