Roberto Solano

Managing Director - Wealth Manager at Steward Partners Global Advisory

Role
Managing Director - Wealth Manager at Steward Partners
Location
Andover, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Managing Director - Wealth Manager

    Steward Partners

    Jun 2017 — Present · Boston, MA, US

    One International PlaceSuite 3210Boston, MA 02••••••••22Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see \"Disclosures\" page on our website

Education

  • Suffolk University

    Juris Doctor, Law

    1992 — 1996

  • Boston University

    MBA, Business Administration

    1988 — 1990

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Roberto Solano — Managing Director - Wealth Manager at Steward Partners in Andover, MA, US | Unifers