Meredith Moshier

About Meredith Moshier

I am a trusted partner to affluent individuals, families, business owners and executives as they grow their wealth and establish generational legacies. I act as their conduit to the global capabilities of J.P. Morgan, one of the most well-respected banks in the world.I was raised in an entrepreneurial family and understand the importance of seasoned guidance in pursuing positive outcomes. I bring a big-picture approach to wealth management, listening carefully to the aspirations and goals of my clients, and integrating them into holistic paths toward those futures. I surround each individual with a team of specialists drawn from the intellectual infrastructure of J.P. Morgan to facilitate customized strategies across the balance sheet for investing, lending, trust and estate planning, and more. I enjoy connecting with people from all backgrounds and building relationships with centers of influence.

Experience

1. Senior Associate, Banker

   J.P. Morgan Private Bank

   Jan 2024 — Present

   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”). 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.

Education

• CAPA Institute, London, England

  Internship - University College of London, British Politics, Analyzing and Exploring the Global City

• Union College

  Bachelor of Arts (B.A.), Economics

• NYU Stern School of Business

  Master of Business Administration - MBA

  2024

Skills

• Teamwork
• English
• Powerpoint
• Microsoft Excel
• Microsoft Office
• Bloomberg Terminal
• Research
• Windows
• Time Management
• Public Speaking
• Customer Service
• Microsoft Word
• Team Leadership
• Leadership