Nicole Castillo

Nicole Castillo brings over 10 years of experience in the financial services industry to the team and provides support for all functions of SOCATA Capital of Raymond James – from equity compensation to wealth management services. She engages with clients daily and assists with trade executions, equity compensation settlement, cash movement and account setup.

Nicole joined Raymond James in 2013 as a client service representative providing technical and account services to her clients. In 2015, she transitioned to the Corporate and 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, Nicole worked as a financial service representative who was responsible for interfacing with banking clients and their families. She believes that her combined professional background and experience have equipped her to support the distinct needs of her clients.

Nicole earned her bachelor’s degree from St. Petersburg College in management and leadership organization, and today she holds the Series 7 and 63 securities licenses. She is a Florida native and enjoys spending time with her husband, Danny, and dog, Luna. Together, they fill their free time with boating, traveling and quality time with friends and family.