Retirement Plan Adviser
As a retirement plan adviser, Sophie works with plan sponsors in designing, installing, and maintaining their company retirement plans. She also coordinates client assistance and reporting needs as a client service manager within Adviser Investments’ relationship management team. Before joining Adviser Investments in 2018, Sophie worked for 10 years at BNY Mellon. She graduated cum laude from the University of Central Florida in 2007 with a B.S. in business administration, and earned her Chartered Retirement Plans Specialist (CRPS®) designation in 2020. She lives in Westborough, Mass. with her husband and daughters, and enjoys cycling and refinishing antique furniture.