Emily StoryEmily StoryAssociateSenior Client Associate
About Emily
Emily Story is a Senior Client Service Associate at J.P. Morgan Wealth Management.
Emily is a key point of client contact for The Leaverton Strahan Team, helping multiple generations of client families streamline their financial affairs. Organized by nature, she is thorough in her work, addressing a range of client inquiries with warmth and attentiveness. Emily looks to bring "lightness" to clients, whether relieving them of concerns or taking a genuine interest in their well-being. Clients, in turn, look to Emily as a reliable resource who quickly understands their needs and follows through on their requests with timeliness and positivity.
Within the team, Emily holds a number of responsibilities, including new account onboarding, money transfers, account administration, customized reporting, team operations and special projects. She is proud to be part of a close-knit team that takes pride in serving "really great clients," building lasting relationships that deepen over time.
Emily draws on significant experience in wealth management. Prior to joining J.P. Morgan Wealth Management with her team in 2023, she was a Registered Client Service Associate with First Republic Bank. Emily served in a parallel capacity with D.A. Davidson from 2021 through 2022. She began her financial services career in 2017 with Stifel Financial, where she was a Client Service Associate.
Emily earned her B.S. in Public Relations with a minor in Business Administration from the University of Oregon. She holds FINRA Series 7 and 66 securities licenses.
Outside the office, Emily loves to spend time with her wife, Gabi, and their dogs, Chip and Rue, and cat, Louie. She also enjoys traveling and playing pickleball.
Insights
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read Now
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowIntroducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now