Alexia Soto
Based in Lisle, Alexia helps ensure accurate portfolio records, performance reporting, billing, and trading information for advisory and investment teams.
Ways to Connect
Alexia Soto is a Senior Investment Operations Associate at Mission Wealth and plays a critical role in ensuring the accuracy and integrity of all portfolio management data. She is responsible for a wide range of tasks, including cost basis reporting, performance reporting, and trading data. Alexia’s meticulous attention to detail and strong organizational skills allow her to manage a high volume of data with ease, ensuring that all portfolio information is up-to-date and readily accessible to the team. She takes pride in her work and is committed to delivering the highest-quality service to clients, helping them achieve their financial goals with confidence and ease.
Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals. Every day, I feel lucky to be in a role where I can make a difference and offer top-notch service.
Professional Background
Before joining Mission Wealth, Alexia worked at a family-owned and operated construction company, Soto’s General Construction, in the Chicagoland area for four years. Before that, Alexia worked as a teller and sales associate at Mainsource Bank, which is now known as First Financial. Throughout her time with both organizations, she gained valuable knowledge in communication and in effectively building and maintaining long-lasting client relationships.
In 2020, Alexia earned her Bachelor of Science in Business with a concentration in Marketing from Purdue University Northwest.
Personal Pursuits
Alexia looks forward to spending the weekends outdoors with her husband and two sons. She also enjoys creative hobbies such as art and photography, as well as listening to a wide variety of musical genres. Alexia also enjoys visiting the museums, parks, and beaches in her area.
Community Impact
When she’s not making a difference in her clients’ lives at Mission Wealth, she is making a difference in her community by volunteering at her local YMCA.
As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
Awards
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Chicago Golden Gloves (opens in a new window)
contender in 2009
*for award disclosures and methodology, visit awards & rankings
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Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor