Justin Lumiere

Assistant Vice President, Senior Financial Advisor

1 Town Center Rd
Boca Raton, FL 33486
561.393.4526
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Justin is a Financial Advisor in the Boca Raton office of Merrill. He advises individuals, families, trusts and foundations with 4 key aspects of their investment management needs: Accumulation, Preservation, Income and Multi-Generational Transfer.

From 1997 to 2013, Justin worked for various firms in the heart of New York City. He began his career in a unique hybrid model working as a published Equity Research Analyst and Institutional Trader. Justin was a Managing Director and served as the Head Strategist for the Risk Arbitrage/Event Driven divisions of several large publicly-traded banks.

Justin has been quoted in various leading financial media outlets including The Wall Street Journal, The New York Times, The Washington Post, CNN Money, and Bloomberg News. Topics he has been quoted discussing include his own research on various high-profile companies engaged in an array of corporate actions. Notable companies in which Justin’s research has been featured in the media include Tyco, Dow Chemical, CME Group, IBM, and Pepsi Bottling, amongst others.

Justin received his MBA in Analytic Finance, Finance and Accounting from the University of Chicago Booth School of Business. He earned a BA in French Literature from Emory University during which time he interned for the Center for Disease Control's Division of Infectious Vaccines.

Justin was born and raised in Manhattan in New York City and attended the Lycée Français de New York as well as Kent School in Kent, CT. He is fluent in both English and French.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

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Justin Lumiere is registered to do business in CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, PA, PR, TX, VA.