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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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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