Stephanie M StrucelStephanie M Strucel, CFP®Vice PresidentWealth Planner
About Stephanie
Stephanie Strucel is a Vice President and Wealth Planner at J.P. Morgan Wealth Management.
Stephanie is an integral member of The Salomon Mikell Group, where she plays a key role in supporting the team with daily account maintenance and administration. Her responsibilities range from managing cash flows and conducting financial analyses to addressing inquiries and facilitating client requests. In addition, Stephanie provides valuable assistance in various aspects of trade execution and operational functions. With a strong background in customer relations, she is renowned for her compassionate approach and unwavering commitment to helping clients achieve success.
Before joining The Salomon Mikell Group, Stephanie served as a Financial Planning Director at Morgan Stanley. Her career spans over 15 years, during which she has amassed extensive experience in the financial services industry.
Stephanie holds a B.S. in Kinesiology from Michigan State University and an M.S. in Finance from the University of Arizona Global Campus. She is a CERTIFIED FINANCIAL PLANNER® professional and possesses the FINRA Series 7 and 66 securities licenses.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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