Linda LombariLinda LombariAssociateInvestment Associate
About Linda
Linda Lombari is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Reiser Wealth Management Group, she provides a dedication to the successful cultivation of highly satisfied client relationships. Linda works in close partnership with Advisors and the team's internal partners in proposing, delivering and executing strategies for clients' investment, banking and credit needs. Her responsibilities include day-to-day operations of client account maintenance, research and identifying necessary account opportunities.
Linda attended the University of Rhode Island. With 20 years of experience in financial services, she began her career at Citizens Bank Wealth Management as an Investment Associate. After leaving Citizens Bank in 2014, she went on to work as a Registered Investment Associate for TD Bank Wealth Management and Morgan Stanley. Linda joined J.P. Morgan in November 2018 and holds FINRA Series 7 and 66 securities licenses.
A native Rhode Islander, Linda resides in Barrington, RI, with her family. She is bilingual and fluent in Portuguese. In her time away from the office, she enjoys traveling, cooking, and spending time with family and friends.
Insights
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now