Felipe Soto,
CFP®
Assistant Vice President
Wealth Advisor Associate
Truist Bank
Assistant Vice President
Wealth Advisor Associate
Truist Bank
515 E. Las Olas Blvd
Fort Lauderdale, FL 33301
About me
Background
Felipe Soto is a Wealth Advisor Associate for Truist Bank in South Florida, offering clients a comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, risk management, credit, and estate strategies. Felipe started his career in Truist’s Wealth Analyst program engaging in immersive project-oriented rotations across a variety of teams.
Felipe takes great satisfaction in understanding client’s unique needs and wishes, their financial journey, and helping them achieve their short and long-term goals. He strives to deliver the best experience for each client and their family.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Education
Business Administration, B.S.
University of North Carolina at Chapel Hill
2020
Personal Interests
Felipe was born in Costa Rica and moved to the U.S at a young age, so he is fluent in Spanish and in English. He was raised in North Carolina and now lives in Fort Lauderdale, Florida. Felipe is an avid snowboarder and scuba diver, enjoys playing and watching soccer from different leagues around the world, values time with his Goldendoodle and is passionate about being involved in his communities to make a positive and lasting impact.
Specialties
Financial planning
Estate planning
Fiduciary
Banking
Risk management
Locations
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Map
515 E. Las Olas Blvd,
Fort Lauderdale, FL 33301
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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