Fernando Carrillo
,
Senior Financial Advisor
90 South E Street
Santa Rosa, CA 95404
707.575.6308
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile



Fernando J Carrillo has been assisting families, individuals and small businesses with their finances since 1998. He joined Merrill Lynch Wealth Management as a Financial Advisor in 2016 after a successful career at companies in both the for-profit and non-profit spheres. His main concern is to help his clients develop and implement a Wealth Management Plan to help them achieve their goals in life.

Fernando believes that the first step in a fruitful relationship is to understand what motivates an individual and identify his/her priorities. Once that step has been achieved Fernando will tailor a wealth management plan which will enable his clients to reach their objectives and create a bond that will increase over time.

Fernando’s experience will facilitate individuals translate their most personal aspirations and goals into a financial strategy that seeks to increase, preserve and align their wealth with their values. As a Merrill financial advisor Fernando provides the investment insights of Merrill, access to trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America.

Since joining Merrill Lynch Wealth Management, Fernando has focused in helping small business and foundations with the review, improvement and creation of retirement plans for their owners, executives and employees.

Fernando is a graduate of Escuela Politécnica del Ejército (Army Polytechnic) in Quito, Ecuador with a B.A. in Finance and Business Administration.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Fernando Carrillo is registered to do business in CA, FL, IN, NC, NJ, NV, NY, OR, TN, TX, WA.