Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sonia works closely with senior executives, entrepreneurs, and multi-generational families to help prioritize goals and align resources in an ever-changing, complex world. Whether you are focused on wealth preservation, growth and/or wealth transfer, we will establish a plan designed to keep you on track towards your life priorities; a plan that maintains the flexibility needed to adapt to inevitable changes.
The process for helping you and your family as described above begins with an understanding of your questions, goals and concerns. Your investment, trust and estate planning, cash management, banking, digital integration, and lending needs are clarified and prioritized. This level of initial insight is matched by an understanding of the changes occurring within your life and within the markets, helping to ensure you and your family are provided with the support you desire and the service you deserve for years to come.
Sonia is a graduate of Boston University’s Questrom School of Business and received a bachelor degree in Finance. Sonia obtained the Certified Private Wealth Advisor® (CPWA®) designation and Certified Exit Planning Advisor (CEPA®) designation. She holds Series 7 and Series 66 FINRA registrations in addition to being Insurance Licensed. Prior to joining Merrill Lynch Wealth Management in 2018, Sonia spent time at SunTrust Private Wealth Management, LCG Associates, and Cumulus Media. Sonia is the Co-President of the Atlanta Chapter of Merrill Lynch Women’s Exchange. Sonia is active in the community with a focus on Children’s Legacy Advisor Leadership Council, Marist School Special Committee Board Member, and Trust for Public Land.
Our team is involved with local communities, assisting charitable organizations such as Children's Healthcare of Atlanta. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Structured Credit Executive
Bank of America, N.A.
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.