SONIA PATEL, MBA
Senior Registered Client Service Associate; RJFS

Sonia applies her more than seven years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.

She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Sonia also assists our financial advisors in planning and building investment portfolios. She holds Series 7 and 66 securities licenses, and life and health insurance licenses.

Before joining our team in November 2019, Sonia was a senior registered client associate at Wells Fargo Advisors and a licensed personal banker at Fifth Third Bank. She earned her Master of Business Administration degree from DeVry University.

Originally from India, Sonia lives in Tampa with her husband, Kunal, and children, Stuti and Kiana. In her free time, Sonia enjoys spending time with her family, relaxing by the pool and painting. She loves visiting her parents in India.