Broker Check
Giancarlo Lamourtte, CFP®

Giancarlo Lamourtte, CFP®

Associate Advisor

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