Lauren DeGenaroLauren DeGenaroClient Associate
About Lauren
Lauren DeGenaro is a Client Associate at J.P. Morgan Wealth Management.
Lauren has been an essential part of The Wentzheimer Group since 2019, and her mission is to provide the deepest level of personal service and steadfast dedication to every individual. She closely and promptly engages with clients while assisting and streamlining their ongoing administrative needs. Whether forging personal relationships with an entire family or supporting the team's operational duties, Lauren remains focused and disciplined. She stays ahead of family office-style requests and appreciates when she can support someone's wealth management by positively impacting their financial journey.
Lauren joined J.P. Morgan Wealth Management in 2023. Previously, she served as a Senior Client Service Associate with First Republic Investment Management and a Registered Associate at Morgan Stanley. Lauren holds FINRA Series 6, 7, 63 and 66 securities licenses. She earned a B.A. in Economics from Rutgers University.
Insights
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Retirement
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Family Legacy
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Outlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowFamily Legacy
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowMarkets
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowWealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowRetirement
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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