David LoebDavid Loeb

Executive Director

Wealth Advisor

David Loeb is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
David offers a family office-style approach to wealth management, addressing the sophisticated financial needs of entrepreneurs, C-suite executives, private equity/hedge fund partners and ultra-high-net-worth individuals. His focus is on helping clients navigate complex financial decisions that target the diversification of concentrated assets, tax minimization, estate planning and other long-term wealth management strategies.
With three decades of ultra-high-net-worth wealth management experience, David has developed keen insights into the intricacies of significant wealth. He looks at both sides of the balance sheet, leveraging the wide breadth of J.P. Morgan's industry-leading resources, including alternative investments, intellectual capital, insurance, mortgages, lending and credit offerings to help clients pursue their individualized financial goals. By partnering alongside their CPAs and other trusted consultants, he works diligently to ensure the totality of their financial picture is considered.
David has been with J.P. Morgan and its predecessor firms since 2003. He began his career covering Investment and Institutional accounts at Salomon Smith Barney.
A graduate of New York University, David earned a B.S. in Political Science with a minor in Economics. He speaks Spanish and spent seven months in Spain, where he studied and taught English.
David has been active in his local community of Boca Raton for many years, where he lives with his family and has served on various charitable boards. He has offered his time and support to encourage troubled children to prepare for a better future. As a father of three, David has volunteered as a youth basketball and soccer coach.