About Heather

Heather Laubscher is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Wilson Group, she provides operational and customer service support for high-net-worth individuals (and their families). Heather's responsibilities include executing trades, preparing financial reports, monitoring transactions and ad hoc requests. She works diligently to deliver an excellent customer experience.

Heather graduated from The Pennsylvania State University with a B.S. in Supply Chain Management. With 10 years of experience in financial services, she began her career in 2009 as a Registered Associate at Morgan Stanley Private Wealth Management, where she gained valuable relationship management experience. Heather joined J.P. Morgan in 2019 and is vital to the success of the team. She holds FINRA Series 7 and 66 licenses.

In pursuit of expanding industry knowledge and creating relationships with peers, Heather joined the 100 Women in Finance network. 100WF is a global association of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. She lives in Center City Philadelphia, and in her free time enjoys participating in long-distance charity runs held in the area.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(215) 864-5758heather.c.laubscher@jpmorgan.com