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Burns Nevins Wealth Management Group

Wealth Partners at J.P. Morgan

Burns Nevins Wealth Management Group

Helping you make more informed, less emotional planning and investment decisions.

561.694.5666

3825 PGA Boulevard, Floor 9
Palm Beach Gardens, FL 33410

Who we are

Burns Nevins Wealth Management Group is an experienced, conscientious team with a practice that revolves around you. We make every effort to understand your financial life—where you are, where you want to go and the dynamics that might help or hinder progress.

We are guided by a staunch dedication to the highest principles and an unwavering commitment to the individuals and families we serve.

As students of the industry, we are well versed in capital markets history, state-of-the-art technologies and wealth management best practices. Our group strives to be a knowledgeable, reliable resource for your important financial decisions.

What we do

Our process begins by gaining a deep understanding of your situation and the life you envision. Together, we will formulate a plan that may improve the likelihood of meeting your goals.

In developing a course toward your desired financial future, we construct sensibly allocated, globally diversified portfolios specifically tailored to balance your need, willingness and ability to assume risk.

Working toward what you value most takes a coordinated effort and a clearly defined path. Burns Nevins Wealth Management Group can help you remain disciplined and maintain a constancy of purpose throughout your investment endeavors.

Our team is particularly adept at helping to navigate significant decisions with often competing priorities. We are committed to exemplary service, clear communication and holistic financial counsel.

Why us

Our insight and experience can help you manage the benefits, challenges and unforeseen events that investors are likely to encounter.

Providing knowledgeable, personalized advice, guidance and service through both calm and volatile financial times takes a concentrated, coordinated effort from a highly organized team.

Our group is diligently committed to a world-class client experience. We believe a deep understanding of each client’s circumstance is among the reasons we have engendered long-standing relationships, which often span multiple generations.

Burns Nevins Wealth Management Group will always be evolving, yet our overriding principles remain the same. As the world around us changes for better or worse, our commitment, compassion and investment acumen will always be working for you with the goal of delivering an outstanding wealth management experience.

Meet Our Team

Click a profile to learn more about each member

Janet Nevins, CFP®

Executive Director


561.694.5658

janet.nevins@jpmorgan.com

3825 PGA Boulevard, Floor 9
Palm Beach Gardens, FL 33410

Sandor Petrovics, CFP®, AIF®

Wealth Advisor


561.694.5662

sandor.petrovics@jpmorgan.com

3825 PGA Boulevard, Floor 9
Palm Beach Gardens, FL 33410

Lawrence C. Boytano

Investment Associate


561.694.5664

lawrence.boytano@jpmorgan.com

3825 PGA Boulevard, Floor 9
Palm Beach Gardens, FL 33410

Lynnae Atkinson

Client Associate


561.694.5659

lynnae.atkinson@jpmorgan.com

3825 PGA Boulevard, Floor 9
Palm Beach Gardens, FL 33410

Jenelle Smith

Senior Client Associate


561.694.5648

jenelle.smith@jpmorgan.com

3825 PGA Boulevard, Floor 9
Palm Beach Gardens, FL 33410

Marsha Moulder

Client Service Administrator


561.694.5667

marsha.moulder@jpmorgan.com

3825 PGA Boulevard, Floor 9
Palm Beach Gardens, FL 33410

CFP® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.

Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.

Investments & Wealth Institute™ (The Institute) is the owner of the certification mark "CIMA®", "Certified Investment Management Analyst®". Use of CIMA®, certified Investment Management Analyst®, signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirement for investment management professionals and/or wealth advisors.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.