Stephanie AllenStephanie AllenClient Associate
About Stephanie
Stephanie Allen is a Client Associate with J.P. Morgan Wealth Management. She is an integral member of The Miller Group and facilitates clients' operational requests with a deft hand. She monitors daily client activity, helps onboard new clients by opening and administering new accounts, and organizes asset transfers. Additionally, she processes complex securities transactions, wire transfers and charitable gift requests. Stephanie provides added value to client relationships through her attention to detail and exceptional customer service.
Stephanie began her financial services career in 2010 as a Personal Banker within JPMorgan Chase. From there, she was promoted to an Assistant Branch Manager. Subsequently, she took a position on the national banking team for J.P. Morgan, where she provided concierge banking services across the firm's national client base until assuming her current role as a Client Associate.
Stephanie is a graduate of the University of Iowa, where she earned her degree in Communication Studies and Spanish. She is currently pursuing her M.B.A. at DePaul University. Stephanie lives in Chicago with her husband
Insights
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now