Giancarlo Lamourtte

Associate Advisor
GL@MeritedWealth.com
(305)722-0091, Opt. 2

From a young age, Giancarlo took to helping others. He served as counsel to his friends and was looking for a career where he could apply this same attitude. He decided to join high school mentorship program and met Stephen. From Giancarlo’s perspective, he had found someone with similar guiding principles as his own. Through hard work and study, Giancarlo became a member of the team at Merited Wealth, LLC (FKA Stephen A. Taylor Wealth Management). He received a B.S. in Finance from Florida State University and is currently studying to become a Certified Financial Planner.


     EXPERIENCE

Merited Wealth, LLC (FKA Stephen A. Taylor Wealth Management), Miami, Florida

 

Associate Advisor, 8/2019 – Present

State of Florida Registered Investment Advisor committed to guiding our clients towards long term financial success. Our goal is help simplify our client’s lives through the power of financial plan

Raymond James, Miami, Florida     

Wealth Management Intern, 6/2018 – 8/2018

Amerant Bank FKA Mercantil Bank, Miami, Florida

Corporate Banking Latin America Intern, 6/2015 – 8/2015

Amerant Bank FKA Mercantil Bank, Miami, Florida

Commercial Real Estate Lending Intern, 6/2014 – 8/2014

 

EDUCATION

Florida State University, College of BusinessTallahassee, Florida
     B.S.Finance

Christopher Columbus High School, Miami, FL
      High School Diploma

LICENSES & CERTIFICATIONS

FINRA, Series 65

ACTIVITIES

Tennis, Martial Arts, Movie Buff, Reading History and Fiction