Andres Castillo,

With more than six years of experience in financial planning and investment management, Andres has the accumulated knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and tolerance for risk. Andres will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Andres endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Andres designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, he puts it into action and has ongoing conversations about its performance.

Andres began his career in financial services in 2015 and previously spent six years with Merrill Lynch. Today, he provides financial and estate planning through the use of equities, fixed income securities, managed money, alternative investments and more through Raymond James.

A native of Key Biscayne, Florida, Andres resides with his wife, Ivonne, in South Miami. Away from the office, Andres enjoys staying active in the gym, playing guitar, and supporting the Miami Dolphins.