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.

Steven Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been since 1986. He holds the role of Senior Portfolio Manager, enabling him to construct and manage personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His position allows him significant discretion in portfolio construction and security selection, and he manages client assets through the Firm’s Investment Advisory Program, sometimes on a discretionary basis. Steven's client focus includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Wake Forest University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven enjoys biking, fishing, photography, reading, traveling, and spending time with his family.