About Lynnae

Lynnae Atkinson is a Client Associate at J.P. Morgan Wealth Management.

As a member of the Burns Wealth Management Group, Lynnae is often the initial, key contact person for the team. She enjoys building long-standing relationships with clients by putting them first and providing a high level of personal attention.

Lynnae is on the group's financial planning team and also helps fulfill a variety of client needs, including portfolio administration, executing trades, money transfers, account information and client on-boarding. She has built a depth of client and industry knowledge that is central to the group's wealth management process. Lynnae feels that interacting with individual investors and delivering accurate and timely solutions for whatever they require during a wide range of circumstances is extremely rewarding.

Lynnae earned a Bachelor's degree from Palm Beach Atlantic University in West Palm Beach and an M.S. in Consumer Sciences (Family Financial Planning & Counseling concentration) from the University of Alabama. She also holds FINRA Series 7 and 66 securities licenses. Lynnae began her financial services career with Bob in 2007 and joined J.P. Morgan with the rest of the team in 2018.

Originally from New Jersey, Lynnae has enjoyed living in Palm Beach County for over 20 years. She resides in Lake Park with her husband, two children and two dogs. She cherishes her time with family and friends, and enjoys going to the gym and cooking.

Insights

Outlook

How the upcoming U.S. presidential election could impact your portfolio

June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now
Markets

Pushbacks and Top Tracks: A Mid-Year Mixtape

June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now
Wealth Planning

How to successfully pass down the family vacation home

June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor ­­­­­­– and allow them to truly enjoy the family vacation home.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.