The Marino Halbrecht McWilliams Group

Merrill Lynch Wealth Management
3507 Kyoto Gardens Drive
Palm Beach Gardens, FL 33410
(561) 775-8183
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Our goal is to help you and your loved ones with all aspects of your financial life.   Our offices are in Westport, CT and Palm Beach Gardens, FL.
The Marino Halbrecht McWilliams Group
Merrill Lynch Wealth Management
Welcome

The Marino Halbrecht Group gets to know you!  We help you think about and plan for your future. 

What matters most to you?

A worry free retirement
Good health
Education
Favorite charities
Building memories for you and your loved ones
Leaving a legacy

It is our goal to have lifelong relationships with you and your family.

We are listeners: Our greatest gift is getting to know you.  We work hard every day to accomplish our goal of being our clients' trusted advisor.    

We are educators: Knowledge is power.  Understanding your risk tolerance helps us to create a financial strategy to meet your goals. 

We are motivators: It is our mission to inform and inspire you to make sound financial decisions.  Consider us your “gentle nudger” to move you along your financial journey.  We encourage you to complete appropriate paperwork such as wills, powers of attorney and healthcare directives that communicate your wishes.

The Marino Halbrecht Group focuses on retirement planning, college funding and long term care insurance strategies. We collaborate with attorneys and tax advisors - trusts and estate, elder law, divorce and family planning attorneys to help give you financial confidence.

We are committed to integrity, transparency and excellence, always remaining focused on what is in your best interest.

Are you experiencing a transition

  • Career change
  • Retirement
  • Selling or transferring your business
  • Loss of a spouse or parent
  • Divorce
  • Downsizing or Empty Nester
  • New grandchildren
  • Planning for college   
Let’s have a conversation. Your life matters to us.
About Us
Welcome

The Marino Halbrecht Group gets to know you! We help you think about and plan for your future.

What matters most to you?

A worry free retirement
Good health
Education
Favorite charities
Building memories for you and your loved ones
Leaving a legacy

It is our goal to have lifelong relationships with you and your family.

We are listeners: Our greatest gift is getting to know you. We work hard every day to accomplish our goal of being our clients' trusted advisor.

We are educators: Knowledge is power. Understanding your risk tolerance helps us to create a financial strategy to meet your goals.

We are motivators: It is our mission to inform and inspire you to make sound financial decisions. Consider us your "gentle nudger" to move you along your financial journey. We encourage you to complete appropriate paperwork such as wills, powers of attorney and healthcare directives that communicate your wishes.

The Marino Halbrecht Group focuses on retirement planning, college funding and long term care insurance strategies. We collaborate with attorneys and tax advisors - trusts and estate, elder law, divorce and family planning attorneys to help give you financial confidence.

We are committed to integrity, transparency and excellence, always remaining focused on what is in your best interest.

Are you experiencing a transition?

  • Career change
  • Retirement
  • Selling or transferring your business
  • Loss of a spouse or parent
  • Divorce
  • Downsizing or Empty Nester
  • New grandchildren
  • Planning for college Let's have a conversation. Your life matters to us.
Meet Our Team
Lynne Marino
First Vice President, Senior Financial Advisor
561.775.8183
Caryn R Halbrecht,

CFA

Vice President, Senior Consultant
203.341.4918
Kelley McWilliams,

CFA

Senior Financial Advisor
203.291.3893
Storey A Wenger
Wealth Management Client Associate
561.775.8117
Jacob M. Zaranek
Registered Wealth Management Client Associate
203.291.3867
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Virginia Dobbs
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #167942
Destiney Constantatos
Wealth Management Banking Specialist
Merrill
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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