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Meet Laura

Laura's dedicated Chase Private Client team helped her realize
her ideal dream home was already within her reach.

Chase Private Client Stories

TOM: More time with my family



LAURA: Retirement on my terms

Christian: Building my legacy

It's a dream for me to have this house and know that when I'm done
working, I can get back to the things that really matter to me.

— Laura, a Chase Private Client

Having grown up spending family time in the mountains of Colorado, Laura knew that her ideal
retirement home would include family, friends and the great outdoors. But still several years away from
retirement, she felt far away from achieving her dream. When she noticed a spacious home with a view of
Pike's Peak for sale, she shared it with her dedicated Chase Private Client team. They worked with Laura's
conservative financial values to help her see that the home she loved was already within her reach.

Laura feels more relaxed about her future knowing she has a place to call her own.

I can see the benefit of planning early.
It's what I've always worked for and what I've
wanted to do. And it's finally something that's mine.

As a Chase Private Client, Laura has her own Private Client Banker, Annika, and her
J.P. Morgan Private Client Advisor, Marc. This dedicated team helps Laura with her banking
and investment needs, developing a personalized plan for the future. Chase Private Clients have
direct access to their dedicated team, whether in person, over the phone or via email.

Marc and Annika know what's important to me. They're
able to explain things in a way that I understand and
they're very upfront and honest about everything.

Laura's Dedicated Team Helped with:

  • Planning for Her Goals
  • Personalized Attention and Services
  • Expert Lending Advice
  • Investment Expertise and Advice

Marc and Annika schedule regular meetings with Laura to continually monitor and adjust her investments.

What I enjoy most about being a
Chase Private Client is that there's a real
connection, and I really do trust them to help
me get to where I need to go financially.

Being a Chase Private Client gives Laura access to special privileges like waived fees and premium
products and services. The added mortgage benefits were especially important as she purchased
her retirement home.

Laura looks forward to enjoying retirement in her new home surrounded by friends, family and her dogs.

Working together, I knew that I had a plan even
before making an offer on this house. They were very
respectful of what I needed to make me comfortable.

Home Lending For Chase Private Clients:

  • A dedicated Mortgage Banker — expert lending advice and customized mortgage solutions
  • A special team of loan processors and underwriters
  • Savings on mortgages
  • Direct access to mortgage customer service specialists

View More Chase Private Client Stories



Building My Legacy
view Christian's story
Nahid & Farzana

Nahid & Farzana

planning around our family
view nahid & farzana's story


Mark and Rise

Mark and Rise

Time to Travel
view Mark & Rise's story


More time with my family
view Tom's story

Laura's Dedicated Team



laura's Private Client BANKER

"Chase Private Client has given me the ability to spend more time with my clients. Every time that I sit down with a client, we talk about their goals. I think that it's just so important and I'm very passionate about what I do."



laura's J.P. MoRgan Private Client Advisor

"What is rewarding is helping clients plan for and actually realize goals. With Laura, this home is one less thing that she'll have to worry about as she grows closer to retirement. We've got one of her goals already accomplished, which is so exciting."

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Tap into our Expertise

Our J.P. Morgan Private Client Advisors will take you through the planning process, creating a strategy that helps you meet personal and family goals.

Hear from our experts LET US CONTACT YOU

Concierge Banking

Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.

LEARN MORE about Concierge Banking

J.P. Morgan Investment Expertise

Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop a tailored investment strategy for you.

LEARN MORE about J.P. Morgan Investment Expertise

Your Goals

Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.

LEARN MORE about Your Goals

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