Atlanta, GA Crown Pointe Pkwy Office

Team
Updated today

Client AUM

$2,198,064,234

Clients

35,589

Advisors

2

Of 64 advisors across 28 offices

Location

1050 Crown Pointe Pkwy, Suite 1100

Atlanta GA 30338

Advisors at this office

2

Advisors at this office

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Sebastian C

Series 66, Series 65, Series 63

Atlanta, GA

John Hancock Personal Financial Services, LLC

Sebastian Castano is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior experience includes roles at Morgan Stanley and several financial services firms. He has also operated a fixed insurance sales business. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, using a technology-assisted model to deliver written financial plans and an Emergency Savings program.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Life insurance needs analysis
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Thomas V

Series 66

Atlanta, GA

John Hancock Personal Financial Services, LLC

Thomas Villalobos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equity Services Inc and National Life Group, as well as diverse experiences outside finance such as working at Bath & Body Works and involvement with educational institutions. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, and business entities. The firm uses third-party software to generate written financial plans that advisors review and present, supporting a technology-assisted service model with a high client-to-advisor ratio.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Life insurance needs analysis
View complete list of advisors at this office
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