Stephanie M StrucelStephanie M Strucel, CFP®Vice PresidentClient Associate
About Stephanie
Stephanie Strucel is a Vice President and Senior Client Associate 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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March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read NowWhat is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read NowWhat are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWhat are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowAI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read NowBuilding a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowOptions for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowWhat are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowNavigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now