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Rick Resende
Vice President, Insurance Specialist
Biography
Rick is a Life Insurance Specialist and Regional Vice President for J.P. Morgan Private Bank's Southeast Region and is based in Miami. With over 30 years of experience in the fields of insurance, securities and banking, Rick's primary focus is ultra-high-net-worth clients and advisors from the United States, Asia and Latin America. He is recognized and well regarded in the global wealth advisory community, and has received several industry awards for excellence. Rick is also committed to financial literacy, having worked with several organizations to educate U.S. military veterans, low-income families and students about personal finance.
Prior to joining J.P. Morgan, Rick was Senior Vice President of Insurance Solutions at HSBC Private Bank, where he worked with a team of specialists and private bankers in providing clients with insurance solutions to complement their wealth planning needs.
Rick has attained the Certified Trust and Financial Advisor (CTFA) designation and holds several FINRA securities licenses including Series 7, 9, 10 and 65. He earned a Bachelor of Science in Electrical Engineering from Roger Williams University and is fully proficient in Spanish and Portuguese.
In addition to his love for cars and motorsport, Rick is an avid foodie and enjoys traveling to exotic locations with his wife and two sons.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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