Fernando Carrillo

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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.