JPMorgan taps UBS alum to lead private banking in Tennessee

JPMorgan taps UBS alum to lead private banking in Tennessee
The appointment marks a full circle moment for the banking giant’s new hire as he raises the firm’s profile in Nashville.
JUL 29, 2024

JPMorgan Private Bank is making moves in Tennessee as it names a new leader for its private banking division in the state.

On Monday, it announced the appointment of Jeff Woody as the new head of Nashville and the Tennessee market. Woody will be reporting to Keith Fleming, head of South Atlantic.

In his new role, Woody will lead a seasoned team of professionals including bankers, investment specialists, trust and estate attorneys, wealth advisors, and client service experts, serving high and ultra-high net worth clients across the state, according to JPMorgan.

“Jeff is a respected leader who brings the best out of his team and advocating on their behalf so they can always do their best,” Fleming said in an emailed statement.

JPMorgan is well-placed in the Tennessee market, where it has been serving clients and customers for over 65 years through its various banking divisions.

It’s building on that strength with the appointment of Woody, who started his career in Nashville. Returning with thirty years of experience, he will bolster the firm’s presence and recognition in the region.

JPMorgan has high expectations for Woody as he brings sophisticated wealth management strategies to Tennessee’s most successful individuals and institutions, including C-suite executives, entrepreneurs, business owners, families, and organizations.

Prior to JPMorgan, Woody served as market director at UBS, where he led client engagement in Middle Tennessee and Alabama. His career in the financial services industry also took brief turns at JC Bradford & Co. and Edward Jones.

“The business environment in Nashville is fertile with a strong trend of business start-ups and entrepreneurs choosing to make this vibrant city home to their business, employees, and families,” Woody said, underscoring the opportunity to be tapped in the Music City.

Latest News

Will Congress open the door to more private market opportunities?
Will Congress open the door to more private market opportunities?

A House bill could stop the SEC from blocking closed-end funds' private fund investments.

Northern Trust names new West Region president for wealth
Northern Trust names new West Region president for wealth

The new regional leader brings nearly 25 years of experience as the firm seeks to tap a complex and evolving market.

Capital Group extends retirement plan services further with a focus on advisors
Capital Group extends retirement plan services further with a focus on advisors

The latest updates to its recordkeeping platform, including a solution originally developed for one large 20,000-advisor client, take aim at the small to medium-sized business space.

Why RIAs are the next growth frontier for annuities
Why RIAs are the next growth frontier for annuities

David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.

Supreme Court slaps down challenge to IRS summons for Coinbase user data
Supreme Court slaps down challenge to IRS summons for Coinbase user data

Crypto investor argues the federal agency's probe, upheld by a federal appeals court, would "strip millions of Americans of meaningful privacy protections."

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.