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Cynthia Guertin Gileau

Advisor at Merrill

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Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

Lisbon, CT 10036

About

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals.

Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.

Expertise

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance

Demographic focus

Women Professionals

Work history

Bank of America,N.A.

2011 - Present (15 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2009 - Present (17 years)

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