Lauren PalmerLauren PalmerSenior Client Associate
About Lauren
Lauren Palmer is a Senior Client Associate at J.P. Morgan Wealth Management.
Lauren provides client service and operational support for high-net-worth individuals, families and retirees. Her responsibilities include fund transfers, addressing inquiries, IRA distributions and preparing financial documents. She works diligently to deliver an excellent customer experience.
With ten years of experience in financial services, Lauren began her career in 2014 at First Federal Savings and Loan as a Universal Banker. She then moved to First Republic Bank as a loan specialist, and in 2023, pivoted to JP Morgan Private Client as a client experience specialist where she learned the value of attentive service.
Lauren graduated from Western Oregon University with a B.S. in Business Administration.
Lauren lives in Sherwood, Oregon, with her husband Noah and her daughter and son. She enjoys spending time with family and friends, traveling, and watching her children play sports.
Insights
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Retirement
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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