Do you need help organizing your financial life?

Are you looking for an experienced, transparent advisor committed to your best interest?

An advisor passionate about educating and empowering women, but not exclusively?

Caryn and Lynne partner with investors and their trusted advisors to design a roadmap to achieving what matters most.

Let’s talk about risk, cash flow in retirement and smart giving strategies.
Let us help you on your financial journey…..

Discover the financial confidence that comes with knowing you’ve got a plan.
And the assurance that you’ve taken a 30,000 foot view of your needs and haven’t missed anything important.

Ask yourself these questions:
Do you have the required expertise to be managing your own portfolio?
When was the last time you checked the beneficiaries on your life insurance?
Do you have too much cash and don't know what to do with it?
Would you benefit from long term care insurance?

We can help!  Book an appointment for a complimentary consultation and let us get to know you. 

Formerly a professional mutual fund manager, Caryn is passionate about helping people make smart decisions for their financial future. She holds the CFA® (Chartered Financial Analyst®) designation, graduated Cum Laude from NYU with a Master’s degree in Public Finance.  She has worked for a number of Wall Street firms including AMBAC, Banker’s Trust and Oppenheimer Funds. Caryn also has volunteered on boards in her community, including the United Way, UJA and a start-up progressive high school.  She also gives financial literacy workshops to the underserved.

When she's not helping people with their money, Caryn loves yoga, reading, cooking, playing piano and entertaining friends. She and her husband live in Stamford, CT.  They have four grown sons.
 *Certified Financial Analyst® and CFA® are registered trademarks of the CFA Institute

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 recently relocated to Palm Beach Gardens, FL to be closer to her family.  Although she is deeply rooted in the Fairfield County, Connecticut community, she is now enjoying her new home in Florida as well.  Lynne loves singing with the Choral Society of the Palm Beaches.   She is also a Sustainer Member of the Junior League of the Palm Beaches.  As a member of the Jr. League of Stamford Norwalk, Lynne was a Judy Mahoney Award recipient for community leadership.   She’s an avid golfer with the Southern New England Women's Golf Association (SNEWGA), Longshore Women’s Golf Association (LWGA) and PGA National Golf Club in Palm Beach Gardens. Lynne is also proud to be a living kidney donor and volunteers her time educating organizations about kidney health.

Lynne holds the Series 7, Series 66 FINRA registrations as well as Life and Health Insurance licenses. She is also registered to offer Long Term Care through the Connecticut and New York Partnership Program.

Prior to joining Merrill Lynch Wealth Management 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 is an empty nester living with her husband.

Kelley has been in the financial services industry for over 18 years and joined Merrill Lynch Wealth Management in 2021. She offers a thoughtful approach to managing wealth, focusing on understanding her client’s priorities, goals and aspirations. After becoming a widow at an early age, Kelley understands firsthand that life events, whether planned or unexpected, affect finances. She is passionate about educating and preparing individuals for all stages of their financial journey.

Prior to her transition to wealth management, Kelley held multiple roles in institutional fixed income on the municipal desk at Lehman Brothers and Barclays Capital and in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. Kelley graduated cum laude from Duke University in 2002 with a Bachelor of Science in Economics. Kelley holds the FINRA Series 7 and Series 66 registrations as well as the CFA® (Chartered Financial Analyst™ designation®). Kelley lives in Darien, CT with her three children.