Diane LababnehDiane LababnehClient Service Administrator
About Diane
Diane Lababneh is a Client Service Administrator at J.P. Morgan Wealth Management.
As a member of The Amato-Waldbauer Group, she provides administrative support for the team's valuable mix of clients. Diane recognizes the critical nature of her forward-facing role and works diligently to deliver an excellent client experience. She focuses on providing a high level of customer service and assessing clients' needs. Diane is involved in the onboarding and account opening process for clients, facilitates asset transfers, provides operational support, manages daily inquiries, as well as helping clients take advantage of the many services that the firm has to offer.
With more than 30 years of experience in financial services, Diane began her career in 1986 at Herzfeld & Stern as an assistant and then moved to Gruntal & Co., Oppenheimer & Co. and UBS Financial Services. She joined The Amato-Waldbauer Group in 2013. Diane moved to J.P. Morgan in 2018 with the Group.
Diane lives in New York with her husband and son. They enjoy spending time together, traveling and outdoor activities.
Insights
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November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
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November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
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Your house may be spying on you. Save yourself.
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November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now