Krystal Deleon

Background

About Krystal Deleon

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.