Senior Advisory Services Associate
Bianca Soto is a Senior Advisory Services Associate at SageView Advisory Group, residing in Tulsa, Oklahoma, and supporting SageView’s national wealth management practice.
Bianca brings over 7 years of experience in the financial services industry. She began her career at a local investment consulting firm and has supported multiple transitions, while maintaining a gold level service standard. She supports several advisors and helps clients with daily tasks such as money movements, financial plan inputs, account opening and account maintenance. She is recognized by her colleagues and clients as a subject matter expert when discussing operational tasks. Before joining SageView, Bianca was a Sr. Associate, Wealth Management at Capital One Investing.
Bianca graduated from Oklahoma State University with a B.S. in Business Administration Management. She also attained her FINRA Series 65 securities registration in 2019.
In her free time, Bianca enjoys spending time with her family, pets, and friends. Her favorite hobbies include taking walks along Riverside, biking, and traveling.