Naomi Soto is an institutional financial advisor in Lake Mary, Florida, and Milwaukee, Wisconsin.

Naomi partners with organizations to strengthen governance, improve financial outcomes, and align investment and benefit strategies with organizational objectives. She advises organizations on retirement plan design, fiduciary oversight, investment governance, vendor evaluation, financial wellness initiatives, and operational effectiveness, helping clients navigate complexity while delivering meaningful outcomes for stakeholders. She advises both retirement plan and endowment and foundation clients, working closely with investment committees, boards, and organizational leaders on governance best practices, investment oversight, spending policy considerations, and long-term strategic planning.

She began her career in human resources before spending more than a decade specializing in defined benefit plan administration. During that time, she worked extensively on plan terminations, annuity buyouts, deferred vested cashouts, and pension risk transfer initiatives. Prior to joining CAPTRUST, Naomi expanded her expertise to include consulting on defined contribution and nonqualified plans.

Naomi earned a Bachelor of Business Administration from Southern Adventist University and a Master of Business Administration with an emphasis in human resources from the University of Wisconsin-Whitewater.

Outside of work, Naomi enjoys exploring new destinations around the world, hiking with her dog Kona, and competing in show jumping events with her horse, Palm Beach. She is also a licensed pilot who enjoys flying her Cessna 182 and spending time with family and friends.