PROFESSIONAL PROFILE

The de Solo Group combines for over 43 years of experience advising and counseling their clients. They help clients in the selection of appropriate investments that meet their specific needs and objectives while matching their tolerance for risk and time horizon. Therefore, the de Solo Group brings to their clients a long-term perspective grounded in many years of experience in the financial markets under varying economic environments.

Alberto J. de Solo, CIMA
Vice President & Senior Financial Advisor

With more than 25 years of dedicated experience, Alberto J., brings expert advice and counseling to their clients. His custom advice and unique approach is deeply rooted in his many years of experience in the financial markets. He assists clients in selecting appropriate investments to meet their income requirements, financial objectives and risk tolerance. He has earned the designation of Certified Investment Management Consultant (CIMA) through the Investment Management Consultants Association (IMCA). Alberto J. earned the designation following coursework and an examination at the Wharton University of Pennsylvania. He has continued his education by successfully completing courses in Investment Strategies and Alternative Investments at the Wharton University of Pennsylvania. His work experience is complemented by an academic background comprised of an MBA from Florida International University and a Bachelor?s in Psychology from the University of South Florida. Alberto J. has been married to Ana Margarita for 31 years and they raised 5 children.

Alberto R. de Solo

Financial Advisor

Alberto R. has over 13 years of work experience and 6 years in the financial industry. His past experience as an entrepreneur and working in the technology sector bring a unique set of skills to the de Solo Group and their clients. He advises and counsels clients in selecting appropriate investments that meet their specific goals and objectives while matching their tolerance for risk and time horizon. He has extensive experience utilizing Merrill Lynch?s state-of-the-art Wealth Management planning software used to develop personalized financial and estate plans. Alberto R. majored in finance and earned a Bachelor?s degree in Business Administration from Florida International University. Prior to joining Merrill, Alberto R. was a founding partner of a local point-of-sale computer company. He is currently working towards his CFP (Certified Financial Planner) designation. Born and raised in Miami, Alberto R. is the eldest of the 5 siblings. He graduated from Belen Jesuit High School and is an active member of the community. Alberto R. is married to Sabrina and they have a baby girl.

Carlos A. de Solo
Financial Advisor

Carlos has over 7 years of experience working in the financial industry. His concentrated experience in equities and risk management provide an excellent resource to the team. Prior to joining Merrill Lynch he worked as a senior trader for a proprietary trading firm in Palm Beach, FL. Throughout his 4 years on the trading desk he worked with complex algorithms using a combination of qualitative and quantitative analysis, and used hedging strategies to reduce risk and capitalize on arbitrage opportunities. Carlos began his professional career in 1997 at an insurance company where he served on the management team for 2 years, before realizing his passion in finance and joining Prudential Financial in 2001. At Prudential, he