Stacy EllerStacy EllerClient Associate
About Stacy
Stacy Eller is a Client Associate with J.P. Morgan Wealth Management.
A key member of The Gluck Group, she serves as the first point of contact for its high-net-worth clients, managing important operations and administrative functions. Stacy is responsible for issuing reports, maintaining records and administering accounts. She also coordinates syndicate investments, conducts research, and executes stock transactions.
Stacy's well-developed client skills were honed in customer service roles in technology and energy companies after college, prior to moving into financial services. She loves the business and takes pride in excelling in a fast-paced industry. Stacy's particular strengths include remembering personal details of the team's clients and making them feel comfortable. Stacy currently has her FINRA Series 63, 66 and 7 licenses.
Beginning her financial services career as a Client Associate at TD Ameritrade in 1997, Stacy moved to Morgan Stanley in a client service role in 2007. She joined J.P. Morgan in 2010.
Stacy grew up in the Midwest and moved to Southern California in 1997. She now lives in Granada Hills with her two rescue dogs, Bootsy, a Chihuahua, and Lily, a Pomeranian mix. In her free time, Stacy likes to attend concerts and hockey games, and enjoys traveling.
Insights
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now