- March 9, 2017
- Posted by: KBCF
Carlos Batlle is a Managing Director and Senior Wealth Advisor at J.P. Morgan Private Bank in Miami. He is responsible for drawing upon the vast, global resources of J.P. Morgan to provide wealthy individuals and families in Florida innovative wealth planning and transfer strategies with an integrated view of combining credit, investing and tax tools. To ensure proper coordination of our clients’ personal and professional needs, he works directly with their attorneys, accountants and other outside advisors to create a holistic, integrated plan. He also partners with other specialists at J.P. Morgan to provide comprehensive wealth management capabilities that help clients meet all of their financial goals.