Marc Seaverson, Executive Director, 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.
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。