We have some exciting news to share. We are pleased to announce our newest team member, Dominick Lombardi!
Dom has joined our growing firm as of June 20th , 2023 and will open a new branch office for RMR in Staten Island, NY. Dominick will join as a Vice President, Wealth Advisor continuing his 38-year career in financial services. We are thrilled that Dominick is coming on board!
Dom has extensive experience working with individual and institutional clients and spent 20 of his 38 years managing Wealth Management groups for various financial institutions. His specialty is personal retirement planning, where he published numerous articles on managing foundations and not-for-profit portfolios and managing separately managed accounts for real estate family offices and banking institutions. Over the years, he has been able to develop deep relationships with his clients as well as many industry leaders.
Dom is excited to be able to continue servicing Staten Island and surrounding communities since he is very involved in community activities. He is currently a member of the Staten Island Economic Development Corporation (SIEDC), Casa Belvedere, and donates his time to various community organizations. Dominick co-founded a real estate development company in his family tradition in 2010. In addition to spending quality time with his family Dom spends his free time fishing, hunting, and collecting wine.
RMR Wealth Builders continues to build a team of specialists with deep industry knowledge, steadfast dedication, and a love for clients' financial well-being. Adding Dominick is another step forward for our organization and our mission to make a positive difference in the lives of our clients.
Please join us in extending a warm welcome to Dominick. We are excited about the opportunity to work with Dominick’s existing relationships, and we expect him to be a considerable contributor to the growth of our organization now and in the future.
RMR Wealth Builders, Inc.