Claire SchrotenboerClaire SchrotenboerSenior Client Associate
About Claire
Claire Schrotenboer is a Senior Client Associate at J.P. Morgan Wealth Management.
As an integral member of The Andrews Luther Webb Group, Claire works closely with families and individuals who have substantial wealth, addressing their requests and concerns in a timely, accurate and professional manner. Claire's focus is on ensuring that clients have the confidence their assets are being cared for with great attention to detail. Known for her warm and engaging style, she values the trusted relationships she builds with clients and colleagues alike.
Claire was selected to serve as a member of the national J.P. Morgan Client Associate Advisory Council, which is focused on idea development, process improvement and enhancing the overall client experience.
Claire earned a B.A. in International Business from Hillsdale College. Before joining J.P. Morgan with her team in 2019, she worked at Merrill Lynch for over 25 years, where she gained a depth of knowledge in supporting high-net-worth individuals and their families. Claire is known for her organizational and business management skills which are integral to the group's success. She holds FINRA Series 7, 63, and 66 securities licenses.
Originally from Michigan with British heritage, Claire lives in West Palm Beach with her husband, three children, and two dogs. She is active in her community and stewards a local Little Free Library. She enjoys live music, spending time at the beach with family and friends, and supporting her favorite soccer teams.
Insights
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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 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 NowThe 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 NowHow to successfully gift to heirs
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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 NowHow to better position portfolios before the hard data changes
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now