Michelle Soto

Senior Wealth Planner
Placeholder Headshot
Florida Office
1000 Legion Place, Suite 1250
Orlando, FL 32801

Michelle serves as a wealth planning resource for the Wealth Advisors. She assists with implementation of multi-generational planning with a focus on estate, tax, charitable and fiduciary matters. She has over 20 years of experience, most recently serving as a client advisor at a multi-family office. She also has experience in public accounting working with closely held businesses, nonprofits and trusts on tax compliance and tax planning. Michelle earned her BA in Business Administration from Baldwin Wallace University and her Master of Science in Taxation from the University of Central Florida. She is a Certified Public Accountant in Florida with the Personal Financial Specialist credential and is a CERTIFIED FINANCIAL PLANNER® professional.