Ned Walton is an Executive Director and Client Advisor at J.P. Morgan Private Bank in Baltimore, MD. In this role, he will provide individuals, families, foundations, endowments and associations with comprehensive wealth management strategies, ongoing guidance and customized plans to address their financial needs.
Before joining J.P. Morgan, Ned was responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, foundations, and endowments throughout the Mid-Atlantic region for Wilmington Trust, N.A. He worked closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. He ensured that clients receive an appropriate blend of services based on their unique needs, including investment management, planning, trust, family governance, and family office services.
Prior to joining Wilmington Trust in 2010, Ned co-founded Stephen James Associates, an executive search firm that is a subsidiary of the Allegis Group, the largest staffing and recruitment firm in the United States. As Practice Director, he spearheaded Stephen James’ Banking and Financial Services Search Practice.
Ned holds a bachelor’s degree in History from Frostburg State University, is a graduate of the Cannon Trust School, and holds his Series 7 and 63 FINRA licenses. He currently serves on the Development Committee of the Baltimore Community Foundation, the 40th Anniversary Committee for the Maryland Food Bank, and the Board of Governors of the Maryland Club. Past appointments include the Homeless Persons Representation Project (HPRP) board, Back on My Feet’s Baltimore Chapter board; the Boy Scouts of America, Baltimore Area Council board; the board of the Association for Corporate Growth, Maryland; and the Executive Leadership Team for the American Heart Association’s 2019 Baltimore Heart Ball.
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。