Felipe Soto

Wealth Advisor Associate, Truist Wealth

Role
Wealth Advisor Associate at Truist Wealth
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Felipe Soto

Driven wealth advisor with a Bachelor of Business Administration in Finance and…

Experience

  1. Wealth Advisor Associate

    Truist Wealth

    Jun 2023 — Present · Miami-Fort Lauderdale, FL, US

Education

  • UNC Kenan-Flagler Business School

    Bachelor of Business Administration - BBA, Business Finance & Entrepreneurship

  • The University of North Carolina at Chapel Hill

    Bachelor's degree, Liberal Arts & Sciences

  • Gaston College

    Associate of Arts and Sciences - AAS, Business Administration, General

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Felipe Soto — Wealth Advisor Associate at Truist Wealth in Charlotte, NC, US | Unifers