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
Providing for your loved ones during your lifetime
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December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
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November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now