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

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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