Felipe Soto

Felipe Soto, CFP®
Assistant Vice President Wealth Advisor Associate Truist Bank

515 E. Las Olas Blvd

Fort Lauderdale, FL 33301

felipe.soto@truist.com

Phone 954-765-7164

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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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

Locations

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