RMR Wealth Builders, Inc.
Dominick Lombardi has a wealth of experience in the financial industry. Dominick is currently working as the Vice President, Wealth Advisor at RMR Wealth Builders, Inc. since June 2023. Prior to this, they were a Vice President - Senior Wealth Advisor at CI Roosevelt Private Wealth from December 2020 to June 2023.
Lombardi's previous roles include Senior Vice President Global Wealth Management at IDB Bank from March 2009 to October 2020, Senior Vice President Wealth Management at Sovereign Bank from May 2006 to March 2009, and Senior Vice President, Trust at Independence Bank from January 2004 to May 2006.
Dominick also held the position of First Vice President, Trust Investment Officer at SI Bank & Trust from September 2001 to January 2004. Lombardi began their career at The Roosevelt Investment Group, Inc. in 1984 as a junior analyst and worked their way up to become the Chief Investment Officer, a role they held from September 1992 to September 2001.
Dominick Lombardi holds a Bachelor of Science (B.S.) degree in Economics from Brooklyn College. There is no available information regarding the specific years of their education or when they obtained additional certifications such as the Series 65 from FINRA.
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RMR Wealth Builders, Inc.
Financially solid outcomes depend on open communication, thoughtful planning, efficient process, and customized solutions. That's why we're here, and that's what we do. Whether you're working to provide security for your family, employees, or company, it all comes down to the same thing. A person's financial future is more than just money. It's your house, your kid's college education, family vacations, and the big stuff like your retirement and your legacy. Every bit of it matters, and at RMR Wealth Builders, we want to help you make it everything it can be for you and the people you live for, work for, and love. Since our founding in 1986, the relationships we've formed—and the results we've achieved—are still going strong through a disciplined process, creative solutions, and thoughtful advice.