Sophia Tzemis, CFP® Senior Vice President, Wealth Management Advisor

Sophia is a Wealth Management Advisor in Melville, New York for Merrill Lynch Wealth Management. She has the responsibility of working with affluent families regarding their investment, retirement, estate and wealth preservation goals. She uses the full range of services of Merrill to help clients meet each specific financial objective. She is committed to helping families position their finances for the future. She has a BA in Economics from Binghamton University and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

Sophia focuses on total wealth management and has a distinctive process by which she works with each client. She insists on understanding the specific situation of each client which enables her to develop appropriate strategies, recommend strategies, and review the progress of their assets. Clients can expect to receive personalized advice and access to the specialized services required by sophisticated investors. Sophia meets regularly with clients to review the alignment of their portfolios with their current circumstances.

Sophia has been in the financial services industry since 1994 and with Merrill Lynch Wealth Management since 2000. She lives in Smithtown, New York with her husband and two children. She has volunteered as an tour guide at the World Trade Center Tribute Center, a non-for-profit organization in lower Manhattan which leads tours at the National World Trade Center Memorial.

Certified Financial Planner Board of Stands, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.