Stacy Eller is a Client Associate with J.P. Morgan Wealth Management. A key member of The Gluck Group, she serves as the first point of contact for its high-net-worth clients, managing important operations and administrative functions. Stacy is responsible for issuing reports, maintaining records and administering accounts. She also coordinates syndicate investments, conducts research, and executes stock transactions.
Stacy's well-developed client skills were honed in customer service roles in technology and energy companies after college, prior to moving into financial services. She loves the business and takes pride in excelling in a fast-paced industry. Stacy's particular strengths include remembering personal details of the team's clients and making them feel comfortable. Stacy currently has her FINRA Series 63, 66 and 7 licenses.
Beginning her financial services career as a Client Associate at TD Ameritrade in 1997, Stacy moved to Morgan Stanley in a client service role in 2007. She joined J.P. Morgan in 2010.
Stacy grew up in the Midwest and moved to Southern California in 1997. She now lives in Granada Hills with her two rescue dogs, Bootsy, a Chihuahua, and Lily, a Pomeranian mix. In her free time, Stacy likes to attend concerts and hockey games, and enjoys traveling.