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

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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