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Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile
Sophia Tzemis, CFP®
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.
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LANGUAGES
English
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EDUCATION
State University of New York System
Create a plan that is all about you.
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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