JPMorgan taps UBS alum to lead private banking in Tennessee

JPMorgan taps UBS alum to lead private banking in Tennessee
The appointment marks a full circle moment for the banking giant’s new hire as he raises the firm’s profile in Nashville.
JUL 29, 2024

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.

Latest News

Advisors handicap the brewing battle between Trump and Powell
Advisors handicap the brewing battle between Trump and Powell

It's a showdown for the ages as wealth managers assess its impact on client portfolios.

Savvy Wealth wooes Commonwealth advisors with Fidelity advantage
Savvy Wealth wooes Commonwealth advisors with Fidelity advantage

CEO Ritik Malhotra is leveraging Savvy Wealth's Fidelity partnership in offers to Commonwealth advisors, alongside “Acquisition Relief Boxes” filled with cookies, brownies, and aspirin.

Elder fraud complaints surge past $4.8 billion as investment scams lead losses
Elder fraud complaints surge past $4.8 billion as investment scams lead losses

Fraud losses among Americans 60 and older surged 43 percent in 2024, led by investment schemes involving crypto and social manipulation.

Apollo ramps up retail push with 'New Markets' division
Apollo ramps up retail push with 'New Markets' division

The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.

Commonwealth advisors, employees, let it all hang out on Reddit
Commonwealth advisors, employees, let it all hang out on Reddit

"It's like a soap opera," says one senior industry executive.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.