Claire GracieClaire GracieSenior Client Associate
About Claire
Claire Gracie is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of the Heartfield Weinstein Group, she provides operational and administrative support for high-net-worth families and entrepreneurs. Claire's responsibilities include executing trades, monitoring transactions and adhoc requests. She works diligently to deliver an excellent customer experience.
Claire graduated magna cum laude from Southern Methodist University with a B.B.A. in Finance and a B.A. in Economics. With five years of experience in financial services, she began her career at the J.P. Morgan Commerical Bank where she completed the two-year leadership development program. She then transitioned to UBS as a Client Associate where she gained valuable wealth management experience. She returned to J. P. Morgan in 2023 and holds FINRA Series 7 and 66 licenses.
In her free time, Claire enjoys traveling, playing pickleball and hiking with her dog Teddy. Originally from Baltimore, MD, she currently lives in Downtown Dallas.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now