Terra Brown works closely with clients and their families to develop a thorough understanding of each client’s near- and long-term financial intent. She partners with local and global specialists within J.P. Morgan to provide comprehensive wealth management strategies that include investment management, brokerage, wealth and estate planning, banking, credit, and fiduciary services.
She received a Bachelor’s Degree in Family Financial Management from The Ohio State University and earned her M.B.A with a specialization in entrepreneurship from Ashland University. She is co-chair of JP Morgan Chase’s “Women on the Move Interactive Network” South Florida Chapter, which provides access to tools that enable the successful development, advancement, and retention of women at all levels of the firm. She sits within the executive committee involved with the philanthropic arm of the Honda Classic Cares organization, providing volunteer hours and grants to various children’s charities in South Florida. She resides in Jupiter with her husband and their two sons.
WHAT IS YOUR BIGGEST ACCOMPLISHMENT THIS YEAR?
Being a chair to a group of over 200 women that provided countless volunteer hours in the community and provided grants to over 100 South Florida philanthropic organizations, impacting the lives of more than 100,000 children in 2022.
