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
Investing
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Wealth Planning
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Family Legacy
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Retirement
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Markets and Economy
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What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowWealth Planning
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWealth Planning
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January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
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Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
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December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
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