Christopher Castro
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Christopher Castro
I joined Merrill in 2015, after 5 previous years in the financial services industry. My focus is on developing tailored strategies to help clients pursue short- and long-term goals for a select group of high-net-worth individuals, their families and their businesses. I do this by leveraging the investment insights of Merrill and access to the banking convenience of Bank of America. Working closely with clients\' other trusted advisors, our approach is collaborative, consultative, and committed to excellence. First, I takes the time to listen to client financial situations, preferences and goals. Second, I offer strategies designed to pursue income and growth objectives. Then, follow up with discussions covering a wide range of potential opportunities to work towards achieving your goals.
Experience
Financial Advisor
Feb 2015 — Present
Education
California State University System
Bachelor's Degree
2006 — 2008
University of California System
Accredited Certificate Program
2011 — 2013
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