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Stephanie Allen is a Client Associate with J.P. Morgan Wealth Management. She is an integral member of The Miller Group and facilitates clients’ operational requests with a deft hand. She monitors daily client activity, helps onboard new clients by opening and administering new accounts, and organizes asset transfers. Additionally, she processes complex securities transactions, wire transfers and charitable gift requests. Stephanie provides added value to client relationships through her attention to detail and exceptional customer service.
Stephanie began her financial services career in 2010 as a Personal Banker within JPMorgan Chase. From there, she was promoted to an Assistant Branch Manager. Subsequently, she took a position on the national banking team for J.P. Morgan, where she provided concierge banking services across the firm’s national client base until assuming her current role as a Client Associate.
Stephanie is a graduate of the University of Iowa, where she earned her degree in Communication Studies and Spanish. She is currently pursuing her M.B.A. at DePaul University. Stephanie lives in Chicago with her husband
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