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

Outlook

2025 Outlook update: How to parse policy uncertainty

March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets

The bull side, the bear side and the reality

March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate

What to know about tax-aware borrowing

March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
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