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

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

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