Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
18 years
Location
Whitehall, MI
Merrill
Institution
Lynne Marino is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in empowering women and their families through informed financial decision-making. She focuses on areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and socially responsible investing. Lynne aims to simplify complex financial concepts to help clients take control of their finances and meet their individual goals.
Before beginning her financial advisory career in 2008, Lynne held management positions at AT&T and IBM. She holds a Bachelor of Arts degree in management and finance from Simmons College and a Master of Science degree in information systems from Pace University. Additionally, she maintains Series 7 and Series 66 FINRA registrations, Life and Health Insurance licenses, and is registered to offer Long Term Care through the Connecticut and New York Partnership Program.
Lynne is actively involved in her community, including membership with the Junior League of the Palm Beaches and participation in the Choral Society of the Palm Beaches. She also dedicates time to educating organizations about kidney health as a living kidney donor. Lynne enjoys golfing with regional women's golf associations and spending time with her family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Whitehall, MI
Whitehall MI
Advisors at this office
1
Connecticut · Florida · Michigan · Texas
18 years of industry experience
Bank Of America, N.A.
2011 - Present • 15 years
Westport, CT
Merrill Lynch
2007 - Present • 19 years
New Haven, CT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.
Series 65
Muskegon, MI
LFN Advisors Inc.
Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.
Series 63, Series 65
Muskegon, MI
LFN Advisors Inc.
Royce Young is a financial advisor at LFN Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at FTK Services LLC, Bethany Christian Services, PFS Investments Inc., and Primerica Financial Services. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing financial planning and portfolio management. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to develop personalized investment strategies and conducts quarterly account reviews.
Series 65
Muskegon, MI
LFN Advisors Inc.
Melinda Weiss is a financial advisor with LFN Advisors Inc. She holds a Series 65 designation and has been with the firm since 2024. Outside of her advisory role, she is involved with the Grace Home School Association. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with comprehensive financial planning tailored through various analytical methods.
Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
Dimitri Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, holding a Series 65 designation with three years of industry experience. He has been with Braeburn Wealth Management since 2020 and previously worked at Valeo Financial Advisors in 2021. Braeburn Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm provides fee-based investment management, financial planning, and consultation services using a strategic, diversified asset-allocation framework combined with fundamental, technical, cyclical, and quantitative analysis.
Series 66
Muskegon, MI
LFN Advisors Inc.
Ernest Anderson is a financial advisor at LFN Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Waddell & Reed and operates a marketing consulting business as a sole proprietor. Anderson is also a minority partner in a transition planning firm for advisors. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses multiple analytical methods and documents client objectives with investment policy statements to tailor portfolio strategies and provides ongoing monitoring.
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