Mateo Arango, CRPC™ in

Mateo Arango, CRPC™

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Financial Advisor at Merrill Lynch Wealth Management
📍 Tampa, Florida, United States

Mateo Arango is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch with over nine years of experience. He is a Chartered Retirement Planning Counselor (CRPC™) who focuses on building meaningful relationships to help clients achieve their long-term financial goals through personalized guidance.

Born in Colombia, Mateo is passionate about helping people from all walks of life navigate their financial complexities. He is actively involved in his community as the Co-Chair for the Hub for Business Committee within the Emerging Leaders of Tampa Bay Mentor–Protégé Program.

As a first-generation immigrant, he brings a unique perspective to understanding the distinct challenges and ambitions of his clients.

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Experience
9 Years
Current Role
Financial Advisor
Location
Tampa, Florida, United States
Personality Overview

How Mateo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mateo cares about

Retirement Planning
As a Chartered Retirement Planning Counselor (CRPC™), his primary focus is creating long-term strategies to help clients prepare for and navigate their retirement.
Mentorship & Leadership
He invests in the next generation of leaders as a Co-Chair for a committee within the Emerging Leaders of Tampa Bay Mentor-Protégé Program.
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Career

Work history

4-2021
Financial Advisor
Merrill Lynch Wealth Management
11-2019 - 4-2021
Service Manager
Wells Fargo
10-2017 - 11-2019
Lead Teller
Wells Fargo
8-2016 - 10-2017
Teller
Wells Fargo
In the press

Media appearances

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Education
2012 - 2016
High School Diploma/GED
Cape Coral High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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