Mrs. Castillo provides support for all functions of the Executive Consulting team from equity compensation to wealth management services. She engages with clients daily and assists with trade executions, equity compensation settlement, cash movement, and account set-up.

Mrs. Castillo joined Raymond James in 2013 as a Client Service Representative providing technical and account services to clients. In 2015, Mrs. Castillo transitioned to the Corporate & Executive Services team as a Senior Administrative Assistant. In this role, she assisted the team with operational requirements in addition to trade settlement, insider trade reporting, and equity compensation administration.

Prior to Raymond James Mrs. Castillo worked at Fifth Third Bank as a Financial Service Representative interfacing with banking clients and their families.

Mrs. Castillo obtained her Bachelor’s degree from St. Petersburg College in Management and Leadership Organization. She holds securities licenses including Series 7 and 63.