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Uriel C
Series 66
Naples, FL
RFG Advisory, LLC
Uriel Castillo is a financial advisor at RFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Fifth Third Bank. Castillo is also associated with Four Seasons Wealth Management in a financial planning capacity. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including actively managed and passive models, direct indexing, and alternative investments.
Counce D
Series 63, Series 65
Naples, FL
RFG Advisory, LLC
Counce Drinkard is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at multiple firms including LPL Financial LLC and Private Client Services. He serves as Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club, an international service organization. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a blend of active and passive investment strategies with a focus on risk management and diversified solutions.
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