Marcos Soltren

Marcos Soltren is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He focuses on building meaningful client relationships to understand and address each client's unique financial goals and aspirations. Marcos collaborates with clients to develop personalized wealth management strategies that consider their objectives, time horizon, cost considerations, liquidity needs, and risk tolerance. His approach aims to help clients pursue their goals through consistent, goals-based portfolio strategies that adapt to changing market conditions.

His expertise includes college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, retirement planning and income, portfolio management services, tax minimization, and managing new wealth. Marcos holds a Bachelor's Degree from Florida State University and has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is fluent in English and Spanish.

Marcos emphasizes the importance of understanding life priorities beyond markets and returns, aiming to create plans designed around clients’ families, goals, and aspirations. He is committed to participating in community activities and volunteers with organizations locally. Outside of work, he enjoys fishing, football, music, soccer, softball, spending time with his family, traveling, and watching movies.