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
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowAugust jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowManaging cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowMind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowThe rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now