Investment Strategy
Mar 6, 2026
Miami FLORIDA
Meet our team in Miami
In Miami, we harness the city’s spirit of innovation and growth to deliver a private banking experience that moves you forward.
Alonso Garza
Managing Director, Market Manager
Diandra Weaver
Managing Director, Head of Investments and Advice
Adrian C. Jones
Executive Director, Market Team Lead
Jonathan Barrios
Managing Director, Market Team Lead
Carlos Batlle
Managing Director, Senior Wealth Advisor
Josh Navarro
Managing Director, Regional Head of Investments and Advice
Angela Carrillo
Executive Director, Regional Fiduciary Advisor
Mary Paz De Luis
Managing Director, Regional Practice Lead for Lending Solutions, Southeast
Christopher Brandriff
Managing Director, Region Head of Southeast Private Bank
Marc Seaverson, CPWA®
Executive Director, Senior Wealth Strategist and Southeast Regional Lead
Simon Levine
Managing Director, CEO Of Southeast Region
Let’s unlock the future you envision in Florida
We’re here to help you thrive, bringing fresh ideas and dedicated service to every opportunity.
Connect with our team
Our team is inspired by Miami’s energy and drive. We do more than manage wealth—we help you seize new possibilities and shape your financial future. With a deep understanding of South Florida’s diverse communities, our specialists can open doors to opportunities and create strategies tailored to your ambitions. We’re committed to providing personalized service and a uniquely elevated private banking experience. Whether you’re growing, preserving or transferring your wealth, we’re here to guide you every step of the way.
-
Planning and advice that grow with you
Taking a holistic view of your lifestyle and goals for your wealth, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a 200-year legacy of serving some of the world’s most prominent individuals and families, we can tailor strategies informed by data-driven research and a deep understanding of your world. -
Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision. -
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence. -
Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client*.*Global Finance Magazine, 2026. Awards or rankings are not indicative of future results.
01
/
04
Planning and advice that grow with you
Taking a holistic view of your lifestyle and goals for your wealth, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a 200-year legacy of serving some of the world’s most prominent individuals and families, we can tailor strategies informed by data-driven research and a deep understanding of your world.
02
/
04
Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
03
/
04
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
04
/
04
Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client*.
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future results.
Local Interest
Miami emerges as a healthcare innovation hub
Alonzo Garza discusses Miami’s rise as a national center for healthcare and life sciences. The feature covers the inaugural J.P. Morgan Healthcare Forum and how the region’s expanding ecosystem is attracting investment, talent and new opportunities for growth.
Adrian Jones Leads JPMorgan Chase’s Strategic Expansion in South Florida
Under the leadership of Market Team Lead Adrian Jones, JPMorgan Chase & Co. is making significant strides in South Florida. Three new financial centers in Palm Beach County have been unveiled, designed to cater to affluent clients through the J.P. Morgan Private Client offering.
In the community
Southeast Region Head Simon Levine and Analyst Dewayne Washington recently participated in the Miami Marlins, South Florida’s Black History Celebration. As a sponsor of the event, the Private Bank joined in the celebration of members of the African-American community of Miami. We’re proud to support our local Miami community.
Economy & Markets
Mar 5, 2026
The evolving conflict with Iran and investment implications
Philanthropy
Nov 20, 2025
Act now: 3 key steps for your giving before tax changes take effect
Let’s build something lasting—connect with our Private Bank team in Miami today.