Executive Director Banker
Joseph Terry has been in the financial services industry for 24 years, serving the Central Florida community since 1996. He is a Banker with J.P. Morgan Private Bank, with responsibilities for leading a team of professionals that assists ultra-high-net-worth families on overall wealth management needs, including investment management strategies, customized banking and lending strategies, trust and estate planning strategies and business succession strategies. Prior to his role at J.P. Morgan, Joseph held Senior Private Banker positions at Wells Fargo Private Bank and Bank of America. He started his career as a commercial banker working with business owners on banking and advisory solutions for middle market companies.
Joseph also serves as the Chairman of the Market Leadership Team for JPMorgan Chase & Co. in Central Florida. In this role, he is responsible for the integration of all lines of business for the firm to ensure effective communication from our global operating committee to the local JPMorgan Chase & Co. management team. He engages with community leaders to ensure that the firm is well represented in the Central Florida community through sponsorships and other important civic activities.
Joseph is a member of the board of trustees for United Arts of Central Florida and a member of the Florida Board of Managers for Nemours Children’s Hospital. Joseph has served with many other civic organizations such as City Year Orlando, Take Stock in Children, Community Coordinated Care for Children, and as past Chairman of Leadership Orlando Class 64.
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。