Merrill Lynch Financial Advisor Charlie R. Soto

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Charlie R. Soto is a financial advisor based in Myrtle Beach, South Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), Charlie provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys effectively.

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