From a young age, Giancarlo was drawn to helping others. He often served as a counselor to his friends and sought a career that would allow him to continue in this role. His journey led him to a high school alumni mentorship program, where he met Stephen, a mentor who shared his values and vision. This connection paved the way for Giancarlo to join the team at Merited Wealth, LLC, where he channels his passion for assisting entrepreneurs, executives, and other driven individuals in achieving their financial goals. Giancarlo holds a B.S. in Finance from Florida State University and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, he enjoys spending time with family and friends, playing tennis, and attending live events.
EXPERIENCE
Merited Wealth, LLC, Miami, Florida
6/2019 – Present
State of Florida Registered Investment Advisor committed to guiding our clients towards long-term financial success. Our goal is to help simplify our client’s lives through the power of financial planning and investment management.
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 Intern, 6/2014 – 8/2014
EDUCATION
Florida State University, College of Business, Tallahassee, Florida
B.S., Finance
Christopher Columbus High School, Miami, Florida
ACTIVITIES
CERTIFIED FINANCIAL PLANNER™ Professional
2023 and 2024 Board Member of the Financial Planning Association of Miami