Tom Lenkiewicz, CFP®, CPWA®

Tom Lenkiewicz is an Executive Director and member of J.P. Morgan Private Advisory, a cross disciplinary group of over 100 global specialists who collaborate to deliver innovative ideas and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

Tom is part of the Wealth Strategy Team and is the regional presence for that team in the Midwest. Tom collaborates with high-net-worth and ultra-high-net-worth clients to articulate their visions for wealth, and to organize their capital toward these personal ambitions. He brings an experienced touch in developing comprehensive approaches for making the best use of assets throughout his clients’ financial lives.

Tom thinks strategically about the balance sheet, and investigates appropriate wealth planning strategies for tax mitigation, trusts and estates, asset protection, cash flow and other sophisticated objectives. He is adept at guiding business owners through tailored exit strategies. Tom has the heart of a teacher and distills complex financial concepts into understandable terms. He marries the qualitative aspects of discerning client goals with the science of advanced wealth planning, ensuring the two are efficiently aligned to pursue these important objectives. In recent years, his practice has also emphasized a specialization on the topics of retirement planning and asset location.

With a career that spans almost 20 years, Tom has a strong track record of advising high-net-worth clients. Prior to joining J.P. Morgan, he was a lead Financial Planner at BMO Private Bank in Chicago and prior to that he held a similar role at Northern Trust.

Tom attended Arizona State University, where he received a B.A. in History. He earned an M.A. in European Studies from Jagiellonian University in Krakow, Poland. To quench his thirst for knowledge, Tom attained the CERTIFIED FINANCIAL PLANNER^TM and CPWA® designations.