Provenance Wealth Advisors
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.
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Provenance Wealth Advisors
Provenance Wealth Advisors' team of experienced planners carefully evaluates the clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. Provenance Wealth Advisors understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.