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

Markets

Are we seeing irrational exuberance in the market? We don’t think so

August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Family Legacy

Insight 7: Develop a capable and committed rising generation

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Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
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