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Miguel C
Series 66
Cicero, IL
Fidelity
Miguel Carrillo is a Financial Solutions Advisor at Merrill, specializing in wealth management services. In his role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for comprehensive banking, credit, home financing, and small business solutions. Miguel holds a Bachelor's degree from DePaul University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is bilingual, communicating effectively in both English and Spanish, which supports his commitment to connecting with a diverse client base. Miguel’s approach centers on ongoing dialogue and personalized guidance, adapting financial strategies to meet evolving client needs.
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