WEALTH ADVISORY
Rafael Sotillo is a seasoned financial advisor and former corporate banker with over two decades of experience in international banking, private wealth management, and cross-border financial strategies. His career began in 2000 at Banco Venezolano de Crédito. He later joined Citibank Venezuela, where he earned international assignments at Citibank Puerto Rico and eventually the United States.
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Rafael then joined Mercantil Commercebank (now Amerant Bank) in the Private Banking division, advising affluent clients. He later worked with Wells Fargo Advisors, expanding his proficiency in investment planning and client relationship management. Today, Rafael is an Independent Financial Advisor and Managing Director at Bolton Global Capital, advising high-net-worth individuals, family offices, entrepreneurs, and corporate leaders across Latin America, the United States, and Europe.
WHO WE SERVE
We work with discerning clients who value professionalism, discretion, and experience. Our clients include:
HIGH-NET-WORTH
INDIVIDUALS AND FAMILIES
FAMILY OFFICES AND
PRIVATE HOLDING COMPANIES
ENTREPRENEURS
AND C-LEVEL EXECUTIVES
EXPATRIATES AND
CROSS-BORDER HOUSEHOLDS
OUR SERVICES
We work with some of the world’s most respected financial institutions—including JP Morgan, Wells Fargo, Citibank, BlackRock, MFS, and others—to deliver best-in-class solutions.
WEALTH STRUCTURE &
ESTATE PLANNING
STRATEGIC FINANCIAL SOLUTIONS
BESPOKE
INVESTMENT ADVISORY
CROSS-BORDER FINANCIAL
SOLUTIONS
OUR PHILOSOPHY
We believe wealth should reflect values, priorities, and legacy. Our approach is grounded in:
CLARITY
We simplify the complex and communicate transparently.
DISCIPLINE
Structured, data-driven strategies.
CONTINUITY
Long-term relationships based on trust and consistency.
OUR CORE VALUES
Our client relationships are built on:
HIGH-NET
-
OUR SERVICES
ACCOUNTABILITY
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CONFIDENTIALITY
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TRANSPARENCY
DEDICATION
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EXCELLENCE
Our client relationships are built on: These are the foundation of the trust and long-term partnerships we build.
LET'S BUILD YOUR LEGACY
Whether you’re growing wealth, protecting your estate,
or navigating cross-border strategies—we provide clarity, precision, and insight.
Your vision. Our expertise. A legacy built on trust.
→ Get in touch to schedule a private consultation.
CONTACT
Securities Offered Through Bolton Global Capital, Inc. Member FINRA. SIPC
Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor
Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided.
Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.
Click on the following LINK for copies of the firm’s Form ADV, Client Relationship Summary. Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
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