
David LoebDavid LoebExecutive DirectorWealth Advisor
About David
David J. Loeb is a Wealth Advisor and Executive Director with J.P. Morgan Wealth Management. With over 25 years of experience, he advises high-net-worth individuals and families on their financial matters. David takes a holistic, family office approach to wealth management, coupling sophisticated planning with empathetic and personal attention. He focuses not only on each client's unique financial situation, but also on his background and experiences. David works closely with his clients' other professional advisors, incorporating estate and tax planning into his strategies.
In his practice, David ensures that each client benefits from the breadth and power of J.P. Morgan's intellectual capital and utilizes the full array of J.P. Morgan resources. David is able to help manage both sides of his clients' balance sheets and provide appropriate strategies for their financial needs. These include investment management, banking, preferred lending and mortgage programs, credit facilities and trust and estate planning.
Prior to joining the firm, David was a First Vice President — Investment and Institutional Account Executive at Salomon Smith Barney (now Morgan Stanley) from 1994-2003. In that role, he developed expertise in merger arbitrage with hedge funds and major banking institutions, as well as in planning and advising high-net-worth families and individuals. David began his career in financial services at Merrill Lynch where he worked for two years while attending college full-time.
David attended New York University, receiving a Bachelor of Science degree in Political Science, with a minor in Economics. He speaks Spanish and spent seven months in Spain, where he studied and taught English. A Boston native, he now lives in Boca Raton, Florida with his wife and their three children.
David enjoys taking an active role in his community. David is part of the J.P. Morgan Ambassador Program, a senior level program for select employees who have the experience to build and maintain relationships with community and civic leaders. J.P. Morgan Ambassadors position the firm as a thought-leader, good corporate citizen and source of expertise on a wide range of issues. David is also a member of the Southern Capital Forum and a member of ACG, the Association for Corporate Growth, an organization whose mission it is to help drive middle-market growth.
Insights

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Could inflation finally be peaking?
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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now