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

Outlook

Is a Goldilocks economy just a fairy tale?

May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Outlook

Testing the five big insights of our 2024 Outlook

May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
Outlook

April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan

May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.