Jesus Castellanos

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

El Paso, TX 79912

Credentials

Series 66

Industry experience

26 years

About

Jesus Castellanos is an International Wealth Advisor at Merrill Lynch Wealth Management, where he has served since 1996. Over his tenure, Jesus has held various roles that have shaped his expertise in supporting affluent U.S.-domiciled and international clients. His experience encompasses working with institutional clients, ultra-high-net-worth families, central banks, insurance companies, corporations, and government entities, particularly throughout Latin America. As a qualified Portfolio Manager, Jesus manages discretionary Personalized and Defined Strategies that may include individual securities, Merrill Lynch model portfolios, and third-party investment approaches.

Jesus holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor of Business Administration in Finance and Economics from Texas Tech University, followed by a Master of Business Administration and a Master of Public Administration from The University of Texas at El Paso. Bilingual in Spanish and English, he collaborates with colleagues to navigate the evolving global investment landscape and specializes in areas such as family wealth management, international wealth management, philanthropic planning, and socially responsible investing.

In addition to his professional commitments, Jesus is involved with organizations including the El Paso Estate Planning Council, Financial Planning Association, and Rio Grande Economics Association. He participates in community initiatives such as the El Paso Chamber of Commerce LEP Class 37 and serves as a Better Money Habits Champion, promoting financial literacy locally. Outside of work, Jesus enjoys outdoor activities like hiking, biking, running, swimming, and woodworking with his wife Anabel and their four children.

Expertise

Wealth management Private / alternative investments ESG / Sustainable investing Retirement income strategy

Demographic focus

Intergenerational Families LGBTQIA Mid-Career Professionals

Work history

Bank Of America,Na

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

1996 - Present (30 years)

Merrill Lynch

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Equity Recipients (RS/RSU, SOP, ESPP) Exec comp design Liquidity event planning Retirement income strategy Wealth management Financial Professional
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