Broker Check
Giancarlo Lamourtte, CFP®

Giancarlo Lamourtte, CFP®

Associate Advisor

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.


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


Florida State University, College of Business, Tallahassee, Florida


Christopher Columbus High School, Miami, FL

High School Diploma


FINRA, Series 65


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