Elio Murillo, CFP®, CRPC™ in

Elio Murillo, CFP®, CRPC™

Critic · DISC type C
Vice President, Financial Solutions Advisor at Merrill Edge
📍 United States

Elio Murillo is an experienced Vice President and Financial Solutions Advisor at Merrill Edge. He holds an MBA from the University of Illinois Urbana-Champaign and is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™), focusing on helping clients achieve their financial goals.

Based on his Bachelor of Science from the University of Florida, he may follow college sports and have an affinity for the Florida Gators. His professional interests extend to major financial and industrial corporations like J. P. Morgan and GE.

He recently earned the CERTIFIED FINANCIAL PLANNER® certification, widely recognized as the standard of excellence for financial planning.

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Experience
9 Years
Current Role
Vice President, Financial Solutions Advisor
Job Level
Senior
Location
United States
Personality Overview

How Elio shows up

ROI Driven
Information Seeker
Precise

They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Elio cares about

Holistic Financial Planning
Recently earned his CFP® certification, underscoring his commitment to providing comprehensive financial advice to help clients improve their lives and reach their goals.
Retirement Strategies
Holds the Chartered Retirement Planning Counselor designation, indicating specialized expertise in creating long-term retirement plans for clients.
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Career

Work history

4-2020
Vice President, Financial Solutions Advisor
Merrill Edge
4-2018 - 4-2020
Assistant Vice President, Registered Operations Team Manager
Merrill Lynch
7-2017 - 4-2018
Officer, Registered Operations Team Leader
Merrill Lynch
6-2016 - 7-2017
Senior Registered Representative
Merrill Lynch
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Business Administration - MBA
University of Illinois Urbana-Champaign
Bachelor of Science (BS)
University of Florida
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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