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Summarize Christopher Castillo’s background before I meet with them
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Christopher Castillo

Financial Advisor, Senior Portfolio Advisor
Greater Sacramento
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Christopher Castillo is a highly experienced professional with a background in the FBI and Financial Services Industry.

Having retired from the FBI after over 21 years, Christopher transitioned back to the Financial Services Industry, currently working as a Financial Advisor at Merrill Lynch Wealth Management.

In his role, he assists clients in achieving their financial goals by utilizing traditional investment strategies and the latest financial tools available in the industry.

At Merrill Lynch Wealth Management, Christopher manages team accounts and provides personalized services to clients, leveraging the resources of the company and Bank of America for wealth building.

He emphasizes the importance of understanding clients' investment objectives, risk tolerance, and time horizon for successful financial planning and management.

Christopher Castillo holds a Bachelor's Degree from the University of California, Santa Cruz, and has a diverse professional background that includes experience as a Supervisory Special Agent at the FBI, a Financial Advisor at Smith Barney, Inc., and a USMC Artillery Officer in the United States Marine Corps.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.