Crystal Castillo


Registered Client Service Associate

KRYSTAL.CASTILLO@RAYMONDJAMES.COM

 

Krystal moved to the Tampa Bay area from Fort Worth, TX.  Before joining Raymond James, she worked as a Quality Auditor at Fidelity Investments. She received her bachelor's degree from New Mexico State University and her MBA from Strayer University. 

When Krystal isn't working, she enjoys spending time with her husband, two kids, Beagle puppy, and two cats. As a family, they enjoy playing board games, soccer, Frisbee, bike riding, swimming, kayaking, and visiting the beaches. 

Krystal is responsible for daily operational and administrative duties, including exceptional client service:

  • Maintain Client Records {Account Forms, Beneficiary Information, Tax Documents, etc.)
  • Money Movement (Deposits, Withdrawals, Wire Instructions, ACH Transfers)
  • Check Re-Order, Check Copies, Visa Debit or Credit Cards
  • Assist Clients with Everyday Account Questions and Needs