William Soto

William Soto

Investment Coordinator
CUSO Financial Services, L.P.* at UFCU

—The man with the can-do attitude.

Profile

It’s not often you find a true people person and detail-ops geek all wrapped up into one. Will pulls off that combo with finesse. An Austin native, Will joined the CFS* Wealth Management team three years into his UFCU career. Beginning in Member Services as a representative, he was able to learn operations and exercise his talent for service. His adaptability, ability to build relationships, and resourcefulness make him perfect for coordinating three books of business.

Today, he is the CFS* Investment Coordinator for CFS* Financial Advisors Michael Garner, and Rodney Nelson. He attended The University of Texas™ where he received his degree in economics.

When not in the office, Will loves connecting with people through social events such as game nights, two-stepping, and cook outs. He also enjoys sailing J/22s and J/88s at Canyon Lake on the weekends.

Get to Know William

If you could meet anyone, living or dead, who would it be?
“Dwayne ‘The Rock’ Johnson.”

What is your favorite quote or saying?
“If you can’t explain it simply, you don’t understand it well enough.” — Albert Einstein

What is the number one item on your bucket list?
“Go to a FIFA World Cup Championship game.”

 


* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Phone (512) 421-8169