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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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