Our financial advice team

Michael Soto, Financial Advisor serving the Holmdel, NJ area - Ameriprise Advisors

Michael Soto

Financial Advisor

The DiGregorio Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Small Business
  • Executive Compensation and Benefit Strategies

Education

  • Bachelor of Applied Science , Basc, Hospitality Administration/management Fairleigh Dickinson University, Morristown, New jersey

Awards & recognition

  • The DiGregorio Group, Ameriprise Client Experience Award, 2020-2023

Interests

  • Family
  • Fitness
  • Sports
  • Traveling