Arbor Trust Wealth Advisors
Sonia S. Patel, CFA, is a Partner and Senior Financial Advisor at Arbor Trust Wealth Advisors since May 2023, focusing on delivering personalized wealth management services to clients. Previously, Sonia held the position of Senior Vice President and Investment Officer at Bank of Ann Arbor from August 2011 to April 2023. Prior experience includes roles as Investment Relationship Manager and Institutional Investment Analyst at JPMorgan Asset Management (2003-2011), and Equity Analyst/Fixed Income Analyst at M&I Investment Management (1998-2002). Early career experience includes serving as Project Manager/Research Analyst at Market Probe, Inc. from 1995 to 1996. Sonia holds an MSc in Finance from The London School of Economics and Political Science and a BBA in Marketing, Management, and International Business from the University of Wisconsin-Madison.
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Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.