Michael Zick is an Executive Director and Banker for J.P. Morgan Private Bank. Mike oversees the sophisticated wealth scenarios of a diverse range of affluent clients, including successful individuals, current executives, post-transaction business owners and families with inherited wealth. He serves as a tireless advocate for his clients and their best interests, and is their first point of contact to help navigate the complexity of financial decisions.
Mike views his role as that of a counselor, asking questions to discover each family’s intentions for their wealth, the values they hold dear and any problems that need to be solved. He takes a planning approach, surrounding clients with a team of specialist resources matching their priorities and goals, from estate planning and philanthropy to investment choices and more. Mike is conscientious, detail-oriented and organized, fostering positive outcomes at every stage of his clients’ financial lives.
Over the course of 25-plus years in wealth management, Mike has risen to senior leadership positions and been an ally to clients at every step. His strengths include investment consulting, business succession, credit analysis and a deep understanding of the needs of ultra-high-net-worth individuals. The majority of Mike’s career has been with J.P. Morgan and its predecessor banks in the Kentucky and Indiana markets. He also spent a decade as a Senior Relationship Strategist at PNC Private Bank.
Mike is a graduate of Purdue University, where he earned a B.S. in Financial Counseling & Planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in Louisville, Mike cherishes family time with his wife, Wenda, and their six children—three already following in the Purdue University legacy. He enjoys sports of all kinds, and values involvement in the community, volunteering in many activities over the years. Mike currently serves on the Board of Directors and finance committee for the Indiana State Museum and Historic Sites.