Sophia loves identifying her clients’ needs and finding quick and efficient solutions to their problems. As a client service associate at WealthPoint Advisors, she takes the time to build relationships with clients, which helps her better understand their needs.
In the past, Sophia worked as a senior trust associate in wealth investment management with Wells Fargo, and as a remediation analyst at the Estate Care Center, assisting families of deceased customers in managing their banking affairs. Sophia graduated with an associate degree in business administration with a concentration in logistics management from Gaston College. She is also a licensed NC Life Insurance agent.
Sophia lives in Charlotte, North Carolina, with her husband, Benjamin, their three children and their dog, Prince. Away from work, she enjoys cooking, traveling and hosting parties for her family. She also spends time mentoring young adults and sharing her wealth of knowledge and experience.