Tybee Island, GA Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,098 offices

Location

Tybee Island GA

Advisors at this office

1

Advisors at this office

Cynthia C

Series 66

Tybee Island, GA

Merrill

Cynthia Chaiten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1999, specializing in retirement planning services, long-term care funding analysis, and investment oversight. Cynthia joined Merrill in 2008 and works closely with her business partner, Brian Janus. Her approach involves providing attentive service and helping clients achieve their financial goals through personalized strategies. Cynthia holds the Certified Investment Management Analyst® (CIMA®) designation earned in 2005, and the Chartered Retirement Planning Counselor™ (CRPC™) designation obtained in 2010. She earned a Bachelor of Science degree in Biochemistry from the University of Rochester and a Master’s degree in Public Policy from Georgetown University. Her areas of focus include college education planning, family wealth management strategies, philanthropic planning, and socially responsible investing. Active in her community, Cynthia serves on the Board of Directors for the Cuyahoga County Public Library Foundation and is a member of the development committee for the Jewish Federation of Cleveland. She also holds leadership roles with the B’nai Jeshurun Congregation and the Cleveland Hillel Foundation. Cynthia lives in Shaker Heights with her husband Louis and their two children, Edith and Lillian.

General retirement planning Long-term care insurance Wealth management ESG / Sustainable investing Charitable giving & philanthropy Mid-Career Professionals Established Professionals Parents Women Professionals Values-based investing
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