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Vice President, Banker/CERTIFIED FINANCIAL PLANNER™

J.P. Morgan Private Bank

Originally from the Pittsburgh area, Cynthia Lammert is a CERTIFIED FINANCIAL PLANNER™ Professional, vice president and banker in the Naples office of J.P. Morgan Private Bank. She has nearly two decades of experience in financial services, with the last 13 years focused on the needs of high net-worth clients. Lammert said her passion and conviction for making a difference is what drives her to educate clients about the economy and the entirety of their wealth pictures—but while her input helps affluent individuals and their families make the complex financial decisions that can help grow and protect their wealth, she also believes in the power of listening.

“The most important thing I’ve learned in my career is to listen. Seek to understand what is in someone’s heart, mind and soul. Understand their challenges, hopes and desires,” she says. “Once you understand, you can truly make a difference and build relationships based on trust and credibility.”

Lammert also works in the Southwest Florida community by serving on the board of BelieveNBooks and collaborating with Guadalupe Center Inc. In addition, she and her family volunteer at Grace Place for Children and Families and Ronald McDonald House Charities of Southwest Florida.