Gwenaelle Romain
Gwenaelle “Gwen” Romain advises individuals and families with complex financial lives who seek clarity, discretion, and a long‑term strategic partner. Her work is defined by thoughtful planning, disciplined execution, and an unwavering focus on helping clients preserve and grow wealth across generations.
Gwen brings a calm, deliberate approach to every relationship, taking time to understand not only financial objectives, but the values, responsibilities, and legacy considerations that shape important decisions. She provides steady guidance through periods of growth, transition, and uncertainty, helping clients maintain perspective and alignment as markets and priorities evolve.
With more than 22 years in the financial services industry, including over 20 years advising clients. Gwen offers seasoned judgment and deep technical expertise. She began her career as a portfolio analyst before earning the CERTIFIED FINANCIAL PLANNER® certification and the CRPC™ designation. Since joining Merrill in 2016, she has continued to refine a planning‑driven advisory practice focused on precision, personalization, and long‑term stewardship.
Originally from Haiti, Gwen has lived in South Florida since 2002 and maintains close ties to her cultural community. She holds a degree in Business Administration with a minor in Latin American Studies from the University of Florida. Gwen is an active member of the Junior League of Miami and a committed advocate for financial literacy, regularly volunteering her time to educate adults and students.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Gwen's advisory approach is designed for clients who value sophistication, intentionality, and structure in their financial lives. She believes effective wealth management is not transactional, it is an ongoing process built on insight, discipline, and informed decision‑making.
Each engagement begins with in‑depth conversations focused on priorities, family dynamics, and long‑term vision. Gwen develops strategies that integrate investment management with broader planning considerations, balancing growth and capital preservation while remaining adaptable to life's changing circumstances. She stays closely involved over time, providing guidance through market cycles, liquidity events, and personal transitions with discretion and care.
A defining strength of Gwen's practice is her ability to coordinate the full resources of Merrill and Bank of America on behalf of her clients. By leveraging a team‑based model, she works closely with experienced specialists across investment management, banking and lending, estate planning strategies, tax‑aware planning, and risk management. This integrated approach allows Gwen to deliver comprehensive, sophisticated strategies while maintaining a single point of trusted guidance.
Her philosophy is rooted in transparency, rigorous analysis, and long‑term collaboration. Gwen's role is to help clients make confident financial decisions with purpose, preserving what they have built, positioning them for what lies ahead, and supporting the legacy they wish to leave.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
