Assoc. Wealth Advisor
Carlos Fuentes works as an Associate Wealth Advisor at XML Financial Group. Taking a personalized and hands-on approach with clients, Carlos aims to truly understand what’s most important to them and their unique situation. He then works with the client to develop a plan and investment strategy that they’ll feel confident has them on the path towards accomplishing their goals.
Having previous experience working at RBC Wealth Management, Carlos focuses much of his time on holistic financial planning for current and prospective clients. He also serves on XML’s Investment Committee.
Education & Philanthropy
Carlos studied finance at the Catholic University of America prior to receiving his bachelor’s degree in economics from the University of Maryland-College Park. He has served in the community with local organizations supporting the homeless and breast cancer research, including So Others Might Eat and Cold Spring Harbor Laboratory.
Born and raised in Montgomery County, Carlos continues to live in Gaithersburg, Maryland. Being a big sports fan, Carlos enjoys playing basketball and soccer, along with spending time with his four younger siblings and extended family.
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