Bernardo WaincierBernardo WaincierClient Associate
About Bernardo
Bernardo Waincier is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Revilla Bernárdez Group, Bernardo plays an integral role in serving the team's clients, working to communicate information and addressing all needs and requests. He provides day-to-day administrative support and guidance that he believes every client needs and deserves. He has found they appreciate the detail-oriented, responsive and proactive way he goes about his daily duties such as account openings, transfers, account maintenance, disbursement requests and other operational functions.
With over four years of experience in financial services, Bernardo began his career in 2019 at Raymond James & Associates as an Intern. He then moved up to the Client Associate role with The Revilla Bernárdez Group. He joined J.P. Morgan with his team in 2022.
Bernardo graduated magna cum laude from St. Thomas University with a B.B.A. in Finance. He currently holds the FINRA Series SIE, 7 and 66 securities licenses.
In his free time, Bernardo enjoys reading and traveling.
Insights
Wealth Planning
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Wealth Planning
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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
Retirement
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Wealth Planning
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Retirement
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Wealth Planning
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowWealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowWealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowMarkets
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 NowOutlook
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 NowRetirement
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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 NowWealth Planning
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowRetirement
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowWealth Planning
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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