Joined Bell: 2018
Hidden Talent: Juggling and making awesome french toast and pancakes
Inspiration: Family, friends, and the drive to make each day a better day than the last
Antonio Mercado joined Bell as a Relationship Manager in 2018. He fits in seamlessly [at Bell], with a warm and friendly personality, compelling financial services experience, and a can-do attitude. Antonio describes himself as a “local guy”, attending grammar school, high school, and college all within a 10-mile radius of San Francisco and the Peninsula. He still lives on the Peninsula, and he and his wife are the proud parents of two daughters. His older daughter graduated from the University of San Francisco, while his younger daughter attends Cal Poly, San Luis Obispo.
Antonio graduated from San Francisco State University with a BA in Economics and has over 25 years of industry experience. He has worked for various financial institutions, including multiple registered investment advisory firms. Antonio particularly enjoys his role as a Relationship Manager because he is an enthusiastic “people person.” He loves taking the time to get to know each of the clients he serves and looks forward to helping them achieve their financial goals for years to come. Antonio is naturally service-oriented and is eager to help clients in whatever ways he can.
Outside of the office, Antonio is passionate about sports, including watching and playing baseball, basketball, football, volleyball, and lacrosse. He enjoys rooting for both professional and amateur teams in the Bay Area. He is a volunteer coach for youth basketball and volleyball organizations. He is also a 3rd degree Knights of Columbus member for his local church, and a volunteer to help raise funds for people who have experienced various natural disasters, as well as events like clothing drives for those in need.
Antonio is currently studying to obtain his Series 65 securities license.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More