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
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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