Georgina Castillo

Georgina is an Executive Assistant at MEREX Wealth Management, where she supports advisors and clients by coordinating meetings, facilitating client communications, assisting with account servicing, and day-to-day operations. She is currently pursuing her securities registrations with the goal of becoming a financial advisor.

Before joining MEREX Wealth Management, Georgina worked at Fidelity Investments in its customer service call center, where she developed client service skills and gained valuable experience in the financial services industry.

Bilingual in English and Spanish, Georgina values building meaningful relationships and providing a positive client experience. Beyond her professional responsibilities, she enjoys reading, exploring Providence's local restaurant scene, and spending time with her friends and family.