PROFESSIONAL PROFILE

When it comes to money, Lynne Marino is passionate about educating women to take control of their finances.

Simplicity and ease of doing business are essential to a strong client relationship. Lynne's goal is to make complex financial language understandable so clients are empowered to make smart decisions about their money. Lynne's approach addresses each client's unique financial situation. She works with affluent baby boom women, their families and their employees.

Lynne is deeply rooted in the Fairfield County, Connecticut community. She volunteers as a Budget Coach for the Women's Business Development Center (WBDC). She's also an active member with the Entrepreneurial Women's Network (EWN) and the Executive Women's Golf Association (EWGA). Other volunteer activities include singing and dancing with a women’s choir called the ‘Treblemakers’ who perform for area nursing homes. She is an active member of the Simmons College Alumnae Association and a former Junior League Sustainer Director. Lynne is also a coordinator for FISH (Feel I Should Help) where volunteers provide rides for the elderly.

Lynne specializes in retirement planning strategies, 401K plans, college financial planning, working with estate planning attorneys on estate plans and other financial and investment strategies. She holds Series 7, Series 66 and Life and Health Insurance registrations. She is also certified to provide the Connecticut, Michigan and New York State Partnership for Long Term Care.

Prior to joining Merrill Lynch in 2007, Lynne held management positions with AT&T and IBM. Lynne holds a Bachelor of Arts degree in management and finance from Simmons College in Boston, MA. She also has her Master of Science degree in information systems from Pace University in New York.

Lynne and her husband live in Wilton, CT with their two sons.
She enjoys golf, skiing and attending her sons' baseball, hockey and lacrosse games.