Lynne Marino

About Lynne Marino

Our team empowers women and their \'enlightened spouses\' to build their money with confidence! With offices in Fairfield, CT and Palm Beach Gardens, FL, we\'re here for you. Along with my partner, Kelley McWilliams, we offer financial services and education to help build your confidence around money decisions. Consider us your \'gentle nudgers\' to move you along your your financial journey. We help keep you on track toward meeting your financial goals. Are you in a life transition (new job, retirement, divorce, widow(er), caregiver to children and/or aging parents)? We can help. Did you know: • 53% of the unmarried population in the US are women (Profile America Facts for Features, 2017 US Census Bureau) • 80% to 90% of all women will be solely responsible for their own or their family\'s finances at some point in their lives.(National Center for Women and Retirement Research, 2017) • A woman caregiver who leaves the workforce loses an average of in wages and benefits for men.(The Journal of Caregiving: Honor, Responsibility and Financial Complexity, a Merrill Lynch Caregiving Study conducted in partnership with Age Wave, November 2017.) After spending 25+ years in senior management positions with IBM and AT & T, including 10 years as a Division Manager in a unique job-share team arrangement, I reinvented myself with a career I love! There is nothing more satisfying than helping people feel better about themselves, especially when it comes to money. I\'m also passionate about: • Enjoying time with family • Singing with the Chorale Society of the Palm Beaches • Golfing: PGA National Women\'s Golf League in Florida and White Lake Golf Club in Michigan • Speaking about Women and Money • Speaking about Kidney Health - I\'m a living kidney donor

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Nov 2007 — Present

Education

• Simmons College

  Bachelor's Degree

  1977 — 1981

• Pace University

  Master's Degree

  1999 — 2002

Skills

• Financial Analysis
• Investment Management
• Leadership
• Entrepreneurship
• Budgets
• Life Insurance
• Finance
• Investment Strategies
• Alternative Investments
• Wealth Management
• Financial Services
• Connector of People
• Investment Advisory
• Series 66
• Public Speaking
• Estate Planning
• Insurance
• Executive Management
• Management
• Portfolio Management
• Series 7
• Mergers &Amp;Amp; Acquisitions
• Wealth
• Asset Management
• Entrepreneur
• Small Business
• Socially Responsible Investing
• Outsourcing
• Fixed Annuities
• Asset Allocation
• Mutual Funds
• Sales
• 401k
• Investments
• Motivational Speaking
• Customer Service
• Financial Advisory
• Uniform Combined State Law
• Connecticut Partnership Long Term Care Insurance
• Long-Term Care