In her role as Assistant Director of Wealth Management, Sophie helps with strategic planning across all client service lines including client growth, service delivery, wealth services, and business operations. 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. Sophie lives in central Massachusetts with her husband and daughters.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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