About Stephanie

Stephanie Strucel is a Senior Client Associate with J.P. Morgan Wealth Management.

She is an integral member of the Salomon Mikell Group, assisting the team with day-to-day account maintenance and administration—from managing cash flows and creating financial analysis to answering questions and facilitating requests. Additionally, Stephanie will provide support on various aspects of trade execution and operational functions. She has a deep customer relationship background and is known for her caring manner and strong desire to help clients succeed.

Stephanie joined the team from Morgan Stanley where she was a Financial Planning Director. Her career spans more than 12 years and she has significant financial services experience.

Stephanie earned a B.S. in Kinesiology from Michigan State University. She received her M.S.F. from the University of Arizona Global Campus. Stephanie holds the CERTIFIED FINANCIAL PLANNER (CFP ®) designation, the FINRA Series 7 and 66 securities licenses, and is currently preparing for the CFA Level 1 exam.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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