Executive Vice President, Equitable Advisors South Florida Branch and Chair of the Miami-Dade Beacon Council
Hugo Castro, MBA, CFP®, CLU, ChFC, LUTCF is an Executive Vice President of the Southeast Region and co-branch manager of AXA Advisors’ South Florida Branch.
He began as a financial professional in 1992 and within two years of joining AXA Advisors’ South Florida Branch, he was promoted to District Manager. He was ranked as the #1 manager in his class in 1994, 1995 and 1996 and during those years, he also earned AXA Advisors’ Gold Superior Growth and Developing District awards for his outstanding recruiting and sales development. In 1996 he ranked #4, nationally, among all district managers in the company. In 1997, 1998, and 1999 he ranked #2, nationally, winning the Silver National Builders Trophy in each of those years. In
2000 he ranked #1, nationally, winning the Gold National Builders Trophy.
On May 1, 2002, Mr. Castro was promoted to join DEVP Luis G. Chiappy, CFP®, CLU, ChFC, LUTCF as co-branch manager of the South Florida branch. Within AXA Advisors, the South Florida organization has continuously ranked as one of the top field branch offices, receiving the company’s prestigious President’s Trophy – a measure of overall profitability, productivity and management effectiveness – an unprecedented 16 times. The President’s Trophy awards distinguish the branch and its associates for outstanding increases in sales volume, as well as associate retention and development. The organization is also one of the largest of its kind in the state of Florida, and is comprised of approximately 250 financial professionals.
Hugo brought to AXA Advisors over four years of commercial lending experience. He was previously associated with ITT, where he held the position of Commercial Finance Account Manager. He now uses his experience and knowledge to focus on providing retirement planning and other financial services to the small business and professional markets. He is responsible for hiring and training sales associates to work in similar capacities.
He is an active member of the South Florida community, and is involved with the Miami-Dade Beacon Council, and Florida International University’s Alumni Association. He is also involved with the La Salle Foundation, a charity dedicated to helping underprivileged children.
Hugo holds both Bachelor’s and Master’s degrees in Business from Florida International University. He is a CERTIFIED FINANCIAL PLANNERTM professional and has also earned the prestigious professional designations of CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) from the American College. Hugo is also a LUTCF (Life Underwriting Training Council Fellow).