Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Christopher Castro is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial services industry, including eight years with Merrill since 2015. He focuses on delivering personalized wealth management strategies tailored to the unique financial goals of high-net-worth individuals, families, and their businesses. Christopher leverages the investment insights of Merrill and banking solutions from Bank of America to develop flexible strategies that address income and growth objectives. His approach emphasizes collaboration with clients' other trusted advisors and a consultative process based on listening to clients’ preferences and financial situations.
His areas of expertise include executive compensation, family wealth management, liquidity management, portfolio management, retirement planning, and small business strategies. Christopher holds a bachelor's degree from the California State University System and has completed an accredited certificate program through the University of California System. He also holds professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).
Beyond his professional responsibilities, Christopher is involved in community service, volunteering with organizations such as the Boys and Girls Club and Church of the Roses. His personal interests include basketball, boating, camping, golfing, hiking, music, running, traveling, volleyball, and yoga.
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2015 - Present (11 years)
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