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Our Team

Carlos Fuentes

Associate Wealth Advisor Contact Me

Carlos Fuentes is an Associate Wealth Advisor with XML Financial Group. A recent college graduate, he worked as an intern with XML focusing on client and asset acquisition prior to his current role. Before his internship, he was a client service intern at RBC Wealth Management and a Project Manager at Prime Construction Corp.

Education & Philanthropy
Carlos graduated from the University of Maryland with a Bachelor of Arts degree in Economics after first completing two years at The Catholic University of America. Carlos has volunteered at programs such as So Others May Eat and Habitat for Humanity.

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Carlos Fuentes is an Associate Wealth Advisor with XML Financial Group. A recent college graduate, he worked as an intern with XML focusing on client and asset acquisition prior to his current role. Before his internship, he was a client service intern at RBC Wealth Management and a Project Manager at Prime Construction Corp.

Education & Philanthropy
Carlos graduated from the University of Maryland with a Bachelor of Arts degree in Economics after first completing two years at The Catholic University of America. Carlos has volunteered at programs such as So Others May Eat and Habitat for Humanity.