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
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September 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read NowEnd the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read Now3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowConsiderations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowBuilding a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowNavigating political uncertainty: Potential investment implications for you and your business
September 26, 2024J.P. Morgan Wealth Management held an online event to discuss how investors can stay on track amid uncertain times. Discover the key takeaways from the webcast.Read NowEmbracing opportunity in uncertain and volatile times
September 26, 2024J.P. Morgan Wealth Management hosted a webcast breaking down current trends and their impact on markets. Here’s how investors can make smart decisions as 2024 comes to an end.Read NowUnpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read NowRate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read NowSeptember 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read Now