As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with a diverse mix of successful individuals, members of the LGBTQ+ community, athletes, musicians and other ambitious legacy creators. I am a native of Miami, and bring my understanding of these niche segments to serve as a powerful ally in helping clients think holistically about their wealth and putting them on a path toward the financial futures they envision.
I am a CERTIFIED FINANCIAL PLANNER™ professional who delivers trust and estate, wealth transfer, investing, lending and tax mitigation strategies.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
View Personal BioDaniel H. C. Chapman, CFP®