PROFESSIONAL PROFILE
When it comes to money, Lynne Marino is passionate about educating women. 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 take control of their finances. Marino’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 a board member with the Entrepreneurial Women's Network (EWN) and a member of 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 Executive Board 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 and her husband live in Wilton, CT with their two sons.
Lynne specializes in retirement planning strategies, 401K plans, college financial planning, working with estate planning attorneys on estate planning issues as well as other financial and investment strategies. She holds Series 7, Series 66 and Life and Health Insurance registrations.
Prior to joining Merrill Lynch, 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.