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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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What We Do
Who We Serve
Insights & Advice
About Us

Palm Beach FLORIDA

(561) 838-8700 Contact Number

205 Royal Palm Way, 1st Floor

Palm Beach, FL 33480

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Get to know our team in Palm Beach

In Palm Beach, we blend financial acumen and local insight to deliver a private banking experience as exceptional as this amazing community.
Connect with us today

Margaret Betten

Managing Director, Market Manager

Justin Gratz

Managing Director, Head of Investments and Advice

Matthew G. Mercer

Executive Director, Team Lead

Alyssa Zebrowsky

Managing Director, Wealth Advisor

Marc Seaverson, CPWA®

Executive Director, Senior Wealth Strategist and Southeast Regional Lead

Mark S. Luth

Executive Director, Lending Specialist

Christopher Brandriff

Managing Director, Region Head of Southeast Private Bank

Josh Navarro

Managing Director, Regional Head of Investments and Advice

Simon Levine

Managing Director, CEO Of Southeast Region

Let’s unlock the future you envision in Florida

Connect with our team
We’re dedicated to turning your vision into reality, bringing creativity and care to each opportunity.
In Palm Beach, we do more than manage wealth—we help you realize the full potential of your financial journey. Our team of specialists is dedicated to opening doors, uncovering new opportunities and crafting strategies that reflect your ambitions and lifestyle. With a commitment to personalized service, we deliver a private banking experience that’s as distinctive as Palm Beach itself. Whether you’re looking to grow, preserve or transfer your wealth, we’re here to guide you every step of the way, ensuring your experience is uniquely yours.
 
 
 
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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.
Wealth planning & advice
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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.
Explore lending services
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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.
Investing with J.P. Morgan
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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*.
Explore our offerings
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future results.
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 Palm Beach today.
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*Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.