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

Investing

4 key actions to consider for your portfolio for what’s to come this year

April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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