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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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