user avatar

Cynthia Guertin Gileau

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Lisbon, CT

Credentials

Series 63, Series 65

Industry experience

26 years

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.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Nat N

Series 63, Series 65

Scotland, CT

Merrill

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Wealth management Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner

Matthew C

Series 66

Norwich, CT

Merrill

Matthew Carney is a Senior Financial Advisor with Merrill Lynch Wealth Management. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in financial and retirement planning, working closely with clients to develop personalized wealth management strategies that align with their financial and personal goals. Matthew focuses on areas including executive compensation, equity compensation services, family wealth management, socially responsible investing, and comprehensive investment management services. Matthew began his career in the financial industry in 2016 and joined Merrill Lynch Wealth Management in 2017. He earned a Bachelor of Arts degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During college, he was a member of the men's varsity lacrosse team and contributed to community service efforts through the student-athlete advisor committee. He is involved in several professional and alumni organizations, including the College for Financial Planning, the St. Mary’s College of Maryland Alumni Association, and the Potomac School Alumni Association. Matthew also participates in community initiatives such as the St. Mary's College of Maryland men’s lacrosse fundraising game benefiting The Wounded Warrior Project.

Wealth management Long-term care insurance Trust structures (GRAT, IDGT, revocable) ESG / Sustainable investing Executive
user avatar

Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

user avatar

Daniel M

Series 65

Plantsville, CT

FCIG Wealth Management, LLC

user avatar

Glenn J

Series 63, Series 65

Uncasville, CT

Jabez Financial, LLC

user avatar

Steven B

CFP®

Norwich, CT

Thames Financial Management

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")