Suzanne Sweeney

Vice President, Banker @ J.P. Morgan

About

Suzanne serves as a trusted advisor to some of New York's most sophisticated founders, executives and real estate principals. She and her team partner with her clients and their tax and legal advisors to establish an investment and wealth management plan that addresses their banking, borrowing, investing, planning and insurance needs. She acts as her clients’ fearless advocate to leverage the full resources of the firm, and to deliver customized strategies that help grow, protect and transfer their wealth.

Country

United States

City

New York

Industry

Financial Services

Skill

Experience

Vice President, Banker

J.P. Morgan

2021-7 - Present · 5 yrs 3 mos

New York, New York, United States

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & 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. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.