Lucy SamuelLucy SamuelClient Associate
About Lucy
Lucy Samuel is a Client Associate at J.P. Morgan Wealth Management.
Lucy works closely with clients of The Babrick Team, providing greater structure and organization to multiple facets of their wealth. She looks to provide a highly responsive service ethic that demonstrates how much she values each relationship. Attuned to the needs of high-net-worth individuals and families, Lucy is skilled in new account onboarding, account transfers and maintenance, and team operations. Clients look to Lucy as a diligent and reliable resource who allows them to regain precious time in their schedules, knowing their administrative needs are in capable hands.
Lucy has worked in financial services since 2022. Prior to joining J.P. Morgan Wealth Management, she was a Sales Assistant with Wiley Bros.-Aintree Capital. Lucy earned her B.S. in Finance from the University of Alabama at Birmingham.
Outside the office, Lucy teaches Pilates classes in Santa Monica. A resident of Marina del Rey, she enjoys traveling and spending time with her two sisters.
Insights
Wealth Planning
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
Wealth Planning
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January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
Wealth Planning
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Family Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Retirement
How to manage financial goals during retirement
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Wealth Planning
Providing for your loved ones during your lifetime
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Markets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Markets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
Markets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowWealth Planning
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWealth Planning
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowFamily Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
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