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Marlena L
Series 66
North Bethesda, MD
Merrill
Marlena Lameo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to provide personalized wealth management strategies. Marlena focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Her areas of expertise include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, women and wealth, and tax minimization. Marlena maintains a personalized planning approach to help clients understand their full financial picture and make informed decisions. Marlena holds a Bachelor's Degree from Auburn University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is a member of the Pi Beta Phi professional organization and actively involved with the Boys & Girls Club. Outside of work, she enjoys basketball, boating, cooking, football, pickleball, reading, traveling, and spending time with her family.
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