Lynnae AtkinsonLynnae Atkinson, CFP®AssociateRelationship Manager
About Lynnae
Lynnae Atkinson is an Associate and Relationship Manager at J.P. Morgan Wealth Management.
As a member of the Burns Wealth Management Group, Lynnae is often the initial and key point of contact for the team. She is passionate about building long-standing relationships with clients by putting their needs first and providing a high level of personal attention.
Lynnae is an integral part of the group’s financial planning team and supports a wide range of client needs, including portfolio administration, executing trades, money transfers, account information, and client onboarding. Her depth of client and industry knowledge is central to the group’s wealth management process. Lynnae finds it extremely rewarding to interact with individual investors and deliver accurate, timely solutions across a variety of circumstances.
Lynnae earned her 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 and has earned the CERTIFIED FINANCIAL PLANNER® designation. 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 and her husband have two children and two Portuguese Water Dogs. She cherishes time with family and friends and enjoys going to the gym and cooking.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
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Retirement and estate planning for unmarried couples
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Insight 5: Continually evolve and renew the ownership portfolio
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How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
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Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowRetirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now