Murali Balasubramanian is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
With more than 30 years of experience in the financial services industry, he provides comprehensive wealth management services for high-net-worth individuals, wealthy families, endowments, entrepreneurs and foundations.
Murali understands the subtleties and challenges of working with complex financial needs. These may range from talking to clients about tax-management strategies to helping keep their investment plans on track, planning for the next generation, anticipating short- and long-term liquidity needs and charitable giving. He knows that an overall approach is always an individualized approach.
On a regular basis, Murali reaches out to clients to review their plans, adjusting for changes in market circumstances. His approach has resulted in a reputation defined by referrals and enduring client relationships. Murali emphasizes spending time to understand their portfolio, getting to know what's important to clients and what endeavors they may seek in life. He knows that investments are just one part of the financial picture and that trust is an important quality in any relationship.
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