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Biography
As a Senior Lending Specialist with over 40 years of experience, Sara draws upon the resources of J.P. Morgan to help clients simplify and enrich their lives with private banking products and services. Sara does this after first gaining a thorough understanding of her clients’ goals and priorities.
Sara has almost 40 years of experience in anticipating and solving clients’ banking needs, as well as those of their business or profession, with special concern and consideration. She began her career in 1978 with Union Bank of CA. In 1984, she joined Valley National Bank of Arizona, Phoenix, AZ (now J.P. Morgan). She joined the Private Bank in 2010 as a Lending Specialist.
Sara actively serves her community as a Board Member for the Greater Phoenix Chamber of Commerce. She had formerly served as the Chairman of the Board of Goodwill Industries of Central Arizona and is a former Trustee of the Phoenix Art Museum, Institute for Mental Health Research and Actors Theatre.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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.
Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.
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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.
