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

Markets

Quick 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 Now
Outlook

Three 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 Now
Markets

What’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 Now
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