I was first introduced to Edward Jones in 2002, while pregnant with my twin daughters. An article named Edward Jones one of the best places to work for working moms. In 2006, I had the opportunity to begin my career with Edward Jones, and I discovered first hand that article was completely right. I am fortunate to be able to do something I am extremely passionate about and spend quality time with my family.
I have lived in the Rio Grande Valley most of my life and enjoy being active in my community. I am a proud member of the McAllen Chamber of Commerce, The Rio Grande Valley Estate Planning Council, Organization of Women Executives and Las Comadres, and I currently serve as a Girl Scouts troop leader.
In my spare time, I enjoy taking walks in nearby wildlife refuges and spending time with my four babies: Mia, Isabella, Christian and Evangeline, my husband, Juan, and our two cats, Lord Byron and Hermione.
The opportunity to work for such a great company was what first led me to Edward Jones, but my daily client experiences and personal relationships are what has kept me here since 2006.
As an Edward Jones financial advisor, my passion lies in helping guide my clients through life choices while helping them achieve their financial goals. I believe it is essential to understand what is most important to each client and to build a personalized strategy based on trust and communication to help achieve the desired goals. Whether your goal is to retire comfortably, leave a legacy to your loved ones or help educate your babies/grand babies, what’s most important to us is what matters most to you.
Our team is dedicated to personalizing each client interaction to your individual goals. My office administrator and right hand, Ruby Montalvo, and I are standing ready to help serve you. Our nation has seen many trying times and we will work with you to guide you through the good and the bad. Reach out to us, we'd love to hear from you.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- LGBT Finances
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Hiking
- Dancing
- Pets
- Reading
- Social Responsibility
Office Information
Phone Number
Elda Castillo at (956) 627-1156- Ruby Montalvo
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Friday | 08:30AM - 03:30PM |
Fri | 08:30AM - 03:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Friday | 08:30AM - 03:30PM |
Fri | 08:30AM - 03:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Ruby Montalvo
- Branch Office Administrator
Branch Team
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