Mateo Arango, CRPC™

Questioner
DISC Type : c

Financial Advisor at Merrill Lynch Wealth Management

Tampa, Florida, United States

Overview

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.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

They are more likely than others to negotiate on pricing and terms.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care 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.
Relationship-Driven Advice
He emphasizes understanding what matters most to his clients, believing that strong relationships are the foundation of successful financial planning.

Media Appearances

Mateo has no verified media appearances

Work History

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

Education

2012 - 2016
High School Diploma/GED from Cape Coral High School

More Information

Social Presence :

Prographics :

Exp : 9 Location : Tampa, Florida, United States Job Level : N/A Designation : Financial Advisor at Merrill Lynch Wealth Management
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Insights For Selling To Mateo

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mateo is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Mateo

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Mateo move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Mateo take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Mateo

Personality Compatibility


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