Heidi Henderson is a Client Associate at J.P. Morgan Wealth Management.
As an integral member of The PHW Group, Heidi facilitates day-to-day operations, including account opening and maintenance, money movement and client reporting. Her deep experience in implementation has positioned her to manage trade execution on the Portfolio Manager platform. Heidi is a devoted interface, readily available to answer questions and concerns. She serves as a conduit to the full breadth of products and services available at the firm.
Heidi was selected as one of the 2022 J.P. Morgan Chairman's Award honorees. It's incredibly meaningful to be recognized by the firm's leaders for demonstrating exemplary guidance, collaboration, client engagement and community partnership. She plays a significant role in mentoring colleagues in the Chicago branch, representing the broader group of CAs through her leadership as a sub-committee chairperson on the CA Advisory Council.
Over the course of her two-decade career, Heidi spent six years as an S&P futures trader at the Chicago Mercantile Exchange. Looking to expand her background, she transitioned to wealth management at Morgan Stanley. She joined J.P. Morgan in 2016 and is pleased to work with a team that places clients first.
Heidi graduated from Northwestern University with a B.A. in Economics. She holds FINRA series 7, 63 and 66 securities licenses.
Involved in philanthropy, Heidi is a member of the Board of Directors of the Gastro-Intestinal Research Foundation (GIRF), an organization that is personally meaningful to her. In her free time, she enjoys running and trying new restaurants. But her greatest happiness is derived from spending time with family, friends, and her dog, Moose.