Fifth Third Private Bank, South Florida
Growing up with modest means in an upper middle-class family gave Fifth Third Private Bank’s managing Director Jonathan Soto an appreciation for wealth and working with high net worth families. He recognized that wealth was a very powerful tool and found that if you could make it a productive force, as opposed to a destructive one, it could make a significant difference in creating a family legacy.
“I pride myself by building relationships with my clients that last through generations and market cycles. That involves not only managing investments but looking at their entire financial picture and how it interconnects throughout their lifecycles,” he says.
“My role is not just about delivering financial results, which is what Fifth Third Private Bank does, it is about delivering exceptional client service in a personal way.”
Soto is active in the community and spends most of his time with clients living in the area’s country club communities. “Most days you’ll find me right next door to my office in Boca enjoying lunch with clients at my favorite spot, Louie Bossi,” Soto says.
“My team and I believe in delivering concierge service. We are experienced advisors who have developed relationships with our clients so they can enjoy their lives and trust their financial interests are being taken care of for generations to come.”
Fifth Third Private Bank, South Florida • 120 E. Palmetto Park Road • Boca Raton • 954/514-3034 • 53.com/privatebank
This sponsored content is from the May/June 2021 issue of Boca magazine. For more from this year’s Men At Work special section, click here.
