Linda E. MoranLinda E. Moran, CRPC ®Vice President, Wealth Management Banking Sales Specialist
About Linda
Linda Moran is a Vice President and Banking & Liquidity Specialist at J.P. Morgan Advisors, a business of J.P. Morgan.
The Banking & Liquidity Specialists partner closely with advisors and their clients, with a specialized focus on banking and general cash management, to help identify new client opportunities and propose customized strategies that can align with client goals.
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. In addition, Linda creates custom cash management strategies that can help clients enhance the value of cash to pursue their near and longterm financial goals.
Linda comes to J.P. Morgan with a strong 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 offer clients a bespoke experience in attaining investment, insurance, lending and banking services.
Linda earned a B.S. in Psychology from Loyola University Chicago, graduating magna cum laude. In addition to the FINRA Series 7 and 66 securities licenses, she holds a California insurance license and has attained the Chartered Retirement Planning CounselorSM designation.
In her free time, Linda is an avid photographer and enjoys exploring California’s natural beauty with her two teens.
Deposit products and related services are offered by J.P. Morgan Chase Bank, N.A. Member FDIC.
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.
Insights
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