Bonnie LeibowitzBonnie Leibowitz, CFP®, CDFA®
Executive Director, Wealth Planner

About Bonnie

Bonnie Leibowitz is an Executive Director and Wealth Planner covering the Northeast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.

A CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, Bonnie works with individuals, families and business owners, engaging them in the comprehensive financial planning process. Her areas of focus include estate and multi-generational planning, business continuity and succession planning, and divorce planning.

Bonnie joined J.P. Morgan Wealth Management in 2023 from her role as a Managing Director at First Republic. Previously, she was a Vice President and Senior Wealth Strategist at PNC Wealth Management, a Manager and Wealth Planner at Deloitte, and a Wealth Planner at Wells Fargo Private Bank. Earlier in her career, she practiced law as a tax, trusts and estate attorney with the New Jersey-based firm Brach Eichler and later in New York with McLaughlin and Stern.

Bonnie earned a J.D. from Rutgers Law School–Newark, an L.L.M. in Taxation from New York University Law School, an M.B.A. with a concentration in Finance from Rutgers Business School, and a B.A. in Mathematics and Philosophy from Boston College.

She is admitted to the New Jersey and New York State Bars Associations.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc. A J.P. Morgan Advisor with the Certified Divorce Financial Analyst® certification has met the education and experience requirements set by the Institute for Divorce Financial Analysts*. This gives each one insight into the specific financial issues that can arise from divorce. CDFA® certification is offered through the Institute for Divorce Financial Analysts. CDFA®-certified professionals do not practice law and do not give legal or tax advice. If legal or tax advice or other expert assistance is required, the services of a qualified professional must be sought. For more information, please visit https://institutedfa.com.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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