Monette Marino

Ms. Marino joined Merrill Lynch Wealth Management in 2012 to work alongside her mother Julie Buchanan (one of the first women hired at Merrill back in 1979). Ms. Marino focuses on portfolio strategy, asset allocation, retirement planning (401k and IRA services), estate planning services, charitable giving, home refinancing and custom lending (NMLS#1073810).
Monette's services are performance driven, focusing on helping clients plan and achieve their financial goals through asset & liability strategies both in personal and business affairs. She works in collaboration with Specialists across business lines within Bank of America banking services and Merrill Lynch Wealth Management to provide clients with enhanced services and recommendations.
Ms. Marino brings with her 30 years of experience as the CEO of a non-profit Arts Corporation and the Owner of a music production company in San Diego. She received her Bachelor's Degree from UCSD and her Master's Degree from SDSU. Monette also speaks French and Italian fluently and is a proud 3rd generation Native San Diegan.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.