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.
Limra data shows RILAs and variable annuities outperforming, while fixed-rate deferred sales lag their 2024 highs.
The S&P 500's longest rally in more than 20 years came amid evidence of labor market resilience in the immediate wake of April's Liberation Day tariffs.
With membership in the "century club" expected to quadruple in three decades, joint studies from Nationwide and the TIAA Institute shed new light on people's planning blind spots.
The Watchman Group's Andrew Herzog has noticed his more left-leaning clients have been "looking to get out of the stock market, perhaps do more fixed income or go to cash" while his right-leaning clients are more comfortable keeping assets as they have them.
As you work with clients to navigate the current markets, stay grounded in their values and priorities.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
