Anthony Baldo's Linkedin Analytics

As an Executive Director and Private Banker at J.P. Morgan Private Bank, I advise the most affluent families, entrepreneurs, and philanthropic leaders across Florida and the country. My clients are multigenerational families with complex balance sheets, sophisticated investment needs, and a desire to preserve and grow wealth with intention. With over 18 years of experience at JP Morgan, I specialize in structuring bespoke strategies across investment management, estate planning, lending, and philanthropic giving, always anchored in what matters most to each family. What sets my practice apart is discretion, coordination, and connectivity. I act as a family’s central point of contact within J.P. Morgan’s global ecosystem, aligning their vision with world-class solutions and a network of subject matter experts both inside and outside the firm. My role extends beyond advising on capital , it’s about stewarding legacy, simplifying complexity, and creating peace of mind across generations. Passionate about impact, I also serve on the boards of several community organizations, where I strive to bring the same values of service, stewardship, and excellence.