Dan Vigne is a Managing Director in the Sarasota office of J.P. Morgan Private Bank. Dan partners with C-suite executives, business owners and first-generation wealth creators who seek the strength and stability of the firm’s stalwart balance sheet.
As an advisor with a long history of helping to optimize wealth, he delivers a breadth of capabilities and platforms thoughtfully designed to address the complexity of substantial assets. Dan will be responsible for focusing on our largest and most complex clients across the Sarasota market, and will work alongside Chris Brandriff, Mark Malone and Andrew Smith to drive the strategy and vision for the Sarasota business.

Dan’s focus is on uncovering each client’s essential mandates—liquidity transactions, portfolio management, tax mitigation, legacy creation, philanthropy and other sophisticated goals. He develops a wealth plan that reflects these objectives and orchestrates the intellectual capital of J.P. Morgan to inform his recommendations. Dan is a direct conduit to institutional strategies and esoteric ideas not commonly available to individual investors. He’s a well-known leader in Sarasota, and
serves as the face of the firm in elevating its presence in the community.

Throughout a prolific career, Dan has worked with many interesting and accomplished clients whose hard work and achievements he greatly admires. He began at Bank of America, where he spent 10 years before moving to several regional banks. Most recently, he was at Northern Trust Company for more than a decade.

Dan earned a B.S. in Economics from Florida State University. He holds the Certified Private Wealth Advisor (CPWA®) Certification from the University of Chicago Booth School of Business and is a CERTIFIED FINANCIAL PLANNER™ professional.

A native of Florida, Dan is intent on making a positive impact in the local region. He has served on numerous boards and is currently the Vice President of The Estate Planning Council. His passions are land conservation and water quality, and he has recently been appointed to the board of directors for the Conservation Foundation of the Gulf Coast.

Dan and his wife, Jennifer, enjoy training for marathons, playing pickleball, boating and going to the beach. Their best times are spent with their three grown children and their Goldendoodle, Finley.