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 Business, Tallahassee, 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