Marta Otero

Marta Otero has more than 25 years of experience in the financial services industry. She specializes in portfolio management for domestic and international entrepreneurs, business owners and high-net-worth families and individuals. Her skill-set of customized planning for international and domestic clients has helped her to grow a successful practice over the course of her career.

Marta is a graduate of Suffolk University with a bachelor’s degree in Business Administration and a minor in Finance. She is bilingual and speaks fluent Spanish and English. After several leadership positions in the financial services industry, she remained with Raymond James & Associates for much of her career.