After a long and successful career filled with demanding schedules and frequent travel, Tom looks forward to retirement with his wife Carol, and their children and grandchildren. But he wants a solid plan to ensure they can enjoy time with the family without worrying about their finances.
Chase Private Client is helping him realize his vision for retirement. Together, he and his wife work with their dedicated team to develop a truly personalized plan.
Your dedicated Chase Private Client team is ready to help.
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As a Chase Private Client, Tom has his own Private Client Banker, Zalal, and his
J.P. Morgan Private Client Advisor, Jonathan, who both take the time to get to know
Tom and his wife and understand their priorities. Private Clients have direct access
to their dedicated team, whether in person, over the phone or via email.
Tom's Chase Private Client team gives him access to special privileges like waived fees, expedited transactions, premium products and services.
Tom and Carol work closely with their J.P. Morgan Private Client Advisor to evaluate their finances, expenses and goals for their retirement and estate. Together they develop a long-term strategy that plans for their family's future.