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David J. Loeb is a Financial Advisor and Executive Director with J.P. Morgan Securities, a wealth management division of J.P. Morgan. With over 24 years of experience, he advises high-net-worth individuals and families on their financial matters. David takes a holistic, family office approach to wealth management, coupling sophisticated planning with an empathetic and personal approach. He focuses not only on each client’s unique financial situation, but also on thier background and experiences. David works closely with his clients’ other professional advisors, incorporating estate and tax planning into his strategies.