Stephanie M StrucelStephanie M StrucelClient Associate
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
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January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read NowDebt ceiling drama: What you need to know
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January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read NowWhy semiconductors could be the comeback kings of 2023
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January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read NowWhen it comes to investing, look ahead instead of in the rearview mirror
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