About Lucy

Lucy Roof is a Client Associate at J.P. Morgan Wealth Management.

Lucy provides operational and customer service support for the team's clients. Her responsibilities include preparing financial documents, fund transfers and addressing inquiries. She serves as a dedicated resource for all client concerns.

Lucy graduated from Trinity College with a B.A. in Economics and launched her career at J.P. Morgan in 2024.

A resident of South Boston, Lucy enjoys skiing, cooking, the outdoors and spending time with friends and family.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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