About Lynnae

Lynnae Atkinson is a Client Associate with J.P. Morgan Wealth Management. As a member of the Burns Nevins 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. She 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.

She earned a Bachelor's degree from Palm Beach Atlantic University in West Palm Beach and holds FINRA Series 7 and 66 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 15 years. She resides in Lake Park with her husband, two children and dog. She cherishes her time with family and friends, enjoys going to the gym and cooking.

Insights

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