Linda E. MoranLinda E. Moran, CRPC ®Vice President, Wealth Management Banking Sales Specialist
About Linda
Linda Moran is a Vice President and Banking Sales Specialist at J.P. Morgan Wealth Management, a business of J.P. Morgan.
The Wealth Management Banking Sales Specialists are trusted extensions of the Advisor team, with a specialized focus on banking and general cash management, helping identify new client opportunities and proposing customized strategies for existing client needs.
Linda utilizes her deep knowledge of banking and liquidity management to promote the thoughtful and strategic use of cash within a client's financial portfolio. With her understanding of the current rate environment and competitive landscape, her responsibilities include composing thought leadership and positioning deposits to help advisors gather assets. In addition, Linda is able to create custom cash management strategies that help clients enhance the value of cash to achieve their near- and long-term financial goals.
Linda comes to J.P. Morgan with a strong banking background and broad financial services experience. As a financial advisor, she successfully managed client assets for many years before moving to the Private Bank at Bank of the West as a Private Client Advisor. She worked in partnership with financial advisors to provide clients with a white-glove experience in attaining investment, insurance, lending and banking .
Linda earned her B.S. in Psychology from Loyola University Chicago, graduating magna cum laude. In addition to FINRA Series 7 and 66 securities licenses, she holds a CA insurance license and has attained a CRPC® designation.
Linda is an avid photographer and enjoys exploring California's natural beauty with her two teens.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
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