Joe Terry is Executive Director J.P. Morgan Private Bank in Orlando, Florida. Mr. Terry is responsible for leading a team of professionals to assist ultra-high net worth families on overall wealth management needs, including strategic wealth planning, investment management strategies across multi-asset class portfolios, customized banking and lending, trust and estate planning and business succession strategies. He leads a team of professionals to recommend tailored strategies to help clients grow and sustain wealth over multiple generations.
Mr. Terry also serves as the Chairman of the Market Leadership Team for JPMorgan Chase & Co. in Central Florida. In this role, He is responsible for the integration of all lines of business for the firm to ensure effective communication from our Global Operating Committee to the local JPMorgan Chase & Co. management team. Mr. Terry engages with community leaders, business leaders, and our 2,200 employees in Central Florida to ensure JPMorgan Chase & Co. is well represented in the community.
He is a member of the Board of Trustees of United Arts of Central Florida, a dynamic collaboration of individuals, businesses, local governments, foundations and more than 50 arts and cultural organizations throughout Central Florida. He is past chair of Leadership Orlando and has served on the board of City Year Orlando.
Prior to joining J.P. Morgan Private Bank in 2011, Mr. Terry served Wells Fargo as a Senior Private Banker and Relationship Manager and also Bank of America as a Private Client Advisor and Commercial Client Manager. His experience and community service are a tremendous asset to Nemours Board of Managers. Joe received his Bachelor of Science, Finance from Florida State University and earned his credentials as a Certified Financial Planner® (CFP).