Whitehall, MI Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,107 offices

Clients per advisor

70

Very Low

Avg AUM per client

$860,085

Very High

HNW client ratio

29%

High

Location

Whitehall MI

Advisors at this office

1

Advisors at this office

Lynne M

Series 66

Whitehall, MI

Merrill

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.

Wealth management Social Security optimization Retirement income strategy Divorce financial planning ESG / Sustainable investing Baby Boomers (Born 1946-1964) Women Professionals Women's Finance Mid-Career Professionals Parents
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