Dominick Lombardi is a Senior Vice President, Wealth Advisor at RMR Wealth Builders, Inc., with over 40 years of experience guiding individuals, families, and institutions through every stage of their financial journey. Known for his thoughtful, personalized approach, Dom focuses on helping clients navigate life’s financial challenges with clarity and confidence.
Throughout his career, Dom has held senior leadership roles at several institutions, including serving as Chief Investment Officer at The Roosevelt Investment Group and Director of Trust & Wealth Management at IDB Bank. He has successfully led four trust and wealth management departments and maintained client relationships spanning decades.
Dom holds a B.S. in Economics and a Series 65 license and completed five years of CFA continuing education. His experience ranges from investment management and retirement planning to guiding high-net-worth individuals through complex financial decisions, including business owners, medical professionals, real estate developers, and municipal employees.
He has received the U.S. Congressional Recognition Award and the NYC Council Advisor Award for his service and is also a published contributor to Quest Magazine. Dom remains active in the community through organizations such as Community Resources of Staten Island and the Montclair Food Pantry.
Outside of work, Dom enjoys water sports, fishing, chess, and collecting wine. His passion for helping others, strong communication skills, and decades of experience make him a trusted advocate for his clients and their financial well-being.
Even after 40 years in the industry, Dom continues to love the craft of financial planning and wealth management. His clients know him as a steady advocate and experienced guide, one who takes pride in helping them make thoughtful financial decisions that align with their lives and legacies.