Tanya S. Castellanos
Phoenix,AZ
Summary
Accomplished Senior Financial Advisor with 18-year history of success in wealth management, financial planning and real estate. Leverages analytical, communication skills and industry knowledge to help clients meet financial goals. Navigates numerous demands to provide high level of service in fast-paced, deadline-oriented environment with a excellent record and high level of understanding of compliance and risk management. A particular focus on insurance products in the fixed, fixed index and variable annuity space. Fluent in Spanish.
Overview
17
17
years of professional experience
Work History
Senior Financial Advisor
Wells Fargo Clearing Services
11.2016 - Current
- Managing $52 M in client investment assets by providing comprehensive financial planning, risk management, portfolio construction and rebalance with a particular focus on insurance products at the Senior Financial Advisor level. $405,000 in production 2022
Financial Advisor
J.P. Morgan Securities
10.2012 - 11.2015
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives in partnership with several branch locations.
Personal Banker
JPM
09.2008 - 10.2012
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
Bachelor of Science - Business Management
Grand Canyon University
Phoenix, AZ05-2026
Skills
- Investment planning
- Insurance decisions
- Stock Market Understanding
- Retirement Needs
- Mutual Funds and Liabilities
- Investment advice
- Financial services
- Wealth Management
Accomplishments
Securities Industry Essentials Examination 10/01/2018
General Securities Representative Examination 10/07/2010
Investment Company Products/ Variable Contracts Representative Examination 09/23/2008
Uniform Investment Adviser Law Examination 12/08/2010
Timeline
Senior Financial Advisor
Wells Fargo Clearing Services
11.2016 - Current
Financial Advisor
J.P. Morgan Securities
10.2012 - 11.2015
Personal Banker
JPM
09.2008 - 10.2012
Bachelor of Science - Business Management
Grand Canyon University
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