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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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
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