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.