Elio Murillo, CFP®, CRPC™

Critic
DISC Type : C

Vice President, Financial Solutions Advisor at Merrill Edge

United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Leadership in Finance
Has a background in management and leadership roles within Merrill Lynch, including Registered Operations Team Manager and Team Leader.

Media Appearances

Elio has no verified media appearances

Work History

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

Education

Master of Business Administration - MBA from University of Illinois Urbana-Champaign
Bachelor of Science (BS) from University of Florida

More Information

Social Presence :

Prographics :

Exp : 9 Location : United States Job Level : Senior Designation : Vice President, Financial Solutions Advisor at Merrill Edge
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Insights For Selling To Elio

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elio is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Elio

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Elio move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Elio take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Elio

Personality Compatibility


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