Krystal DeLeon is a dedicated and accomplished Vice President at Merrill , where she serves as a trusted Financial Advisor with a reputation for delivering excellence. She is a Senior Portfolio Advisor and can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies
As a passionate leader, Krystal goes beyond her professional role-she is the Denton County Co-Chair for Bank of America Volunteers, advocating for community engagement and social responsibility. Her commitment to making a difference extends to her work as a Board Member for Helping Hands for Single Moms Dallas, where she empowers single mothers through financial education and support.
A proud Native Texan, Krystal embodies the values of excellence, passion, charity, and strategic thinking. Her dedication to continuous growth and knowledge is evident through her memberships with the Investments and Wealth Institute and Who’sWho as well as her CDFA® and CPFA® designations. As an alumna of Texas Tech University and Texas Women’s University, Krystal is deeply connected to both her professional and academic roots.
Krystal’s personal life mirrors her professional ethos. She is a devoted Mother to four children and lives in Argyle, TX, where she strives to instill the same values of integrity and determination that define her career. Through her leadership, expertise, and community involvement, Krystal continues to shape a future of financial empowerment for individuals and families alike.
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.
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.