Chrystal Woollett
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Camp Hill, PA 17011
Credentials
Series 63, Series 65, Series 66
Industry experience
13 years
About
Chrystal Woollett is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in guiding clients through significant life transitions such as divorce, career changes, retirement, or the loss of a loved one. Chrystal provides personalized financial strategies tailored to each client's unique situation, aiming to help them feel confident, informed, and in control of their financial future.
With experience beginning in 2006, Chrystal focuses on delivering tailored financial strategies to high-achieving professionals, aligning with their careers, lifestyles, and long-term goals. Her approach is collaborative and data-driven, emphasizing a deeply personal financial plan that adapts to her clients' dynamic lives. She holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA).
Chrystal earned her bachelor's degree from Millersville University of Pennsylvania. She is active in the Junior League of Harrisburg, reflecting her commitment to community involvement. Outside of work, she enjoys biking, hiking, and spending time with her family.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Wealth management
Divorce financial planning
Demographic focus
Women Professionals
Female Executives
Location
214 Senate Ave
Camp Hill, PA 17011
Most active in
Chrystal W has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Work history
Bank of America, N.A.
2025 - Present (1 year)
Merrill
2021 - Present (5 years)
Atlantic Community Bankers Bank
2021 - 2021 (1 year)
Conrad Siegel Investments Advisors, Inc.
2020 - 2021 (1 year)
HB McClure Company
2019 - 2020 (1 year)
Massmutual
2017 - 2019 (2 years)
MML INVESTORS SERVICES
2017 - 2019 (2 years)
Liberty Mutual Insurance
2017 - 2017 (1 year)
HB McClure Company
2016 - 2017 (1 year)
Lincoln Financial Advisors
2015 - 2016 (1 year)
Kennedy Catalano Advisors
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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