About Bernardo

Bernardo Waincier is a Client Associate with J.P. Morgan Wealth Management.

As a member of The Revilla 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 almost two 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 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



Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.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.