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

What does the Fed’s latest move mean for investors?

November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read Now
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Eye on the Market: Kamilton: the 2024 election and who tells your story

November 7, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at the Trump victory, market implications of a supply side boost from deregulation and more.Read Now
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U.S. election recap: What could GOP policies mean for investors?

November 6, 2024With a Republican victory confirmed, we discuss what might be coming over the next term.Read Now
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