Adriana Vila Soto, MBA

Holistic Planning Guidance:

• Supplemental Needs
• Retirement Planning
• Education Funding
• Business Succession
• Life Insurance
• Retirement Distribution
• Asset Allocation

We are Equitable Advisors.
As a financial professional in our South Florida office, Adriana Vila Soto is
ready to work with you to ensure you and your family’s financial future.
Adriana has Bachelor of Science from the University of Miami and an
MBA from Manchester Business School. She also holds the FINRA [7]
and [66] registrations as well as a Florida Life & Health Insurance license.
As a financial professional, Adriana’s supportive approach is to help you
make well-informed decisions for your financial future.

Adriana’s team at Equitable Advisors helps families and businesses achieve their
financial goals by bringing financial knowledge, education, and clarity to the clients
they serve. Adriana champions impact & sustainable investing, helping clients
implement investment strategies that seek to achieve both a positive impact and
positive returns. Adriana’s practice emphasizes working with business owners,
multi-generational families, and working professionals.

✓ Retirees: Help implement strategies based on level of risk to continue current lifestyle
and minimize taxes, RMDs
✓ Individuals 5-10 Years from Retirement:
Create goal-oriented plan to protect nest egg
✓ Social Security: Know When to Start Collecting
✓ Job Changes: Understand options for old 401(k) & help understand benefits offered
by new employer
✓ Newly Married: Planning for financial goals together and protecting household
✓ Growing Family: Life insurance and college planning needs
✓ Business Owners: Set up retirement savings plan, business continuation & protection
strategies
✓ Pension Planning: Understand how to maximize the benefits you are eligible to
receive
✓ Young Professionals: Enroll in work benefits
✓ Divorced or Widowed: Review current situation to help ensure lifestyle remains the
same