Stephanie M StrucelStephanie M Strucel, CFP®Vice PresidentClient Associate
About Stephanie
Stephanie Strucel is a Vice President and 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 maintenanceand 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 executionand operational functions. She has a deep custome 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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
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