As a Senior Planning Analyst, Jack prepares account reviews, retirement analyses, and proposed portfolios for our clients. Jack is a member of the Investment Committee and collaborates with in-depth market research and fund selections. Prior to joining MWA, he worked for a financial service firm in Owings Mills. He served as a Financial Advisor both in the private wealth sector and with institutional retirement plans, assisting individuals with holistic financial planning.
Education and Certifications
Bachelor's degree in Accounting from the University of Maryland
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed
CERTIFIED FINANCIAL PLANNER™ Professional
Jack Lombardo maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals. He is not currently contracted to provide investment advisory or financial planning services directly to an LFA client.