Sonia V. has experience working as a Client Service Associate, Junior Client Service Associate, and Operations Assistant at Capital Investment Advisors. Prior to that, Sonia was an intern at Bush Wealth Management where Sonia learned about empowering people to live comfortably by planning wisely. Sonia also has experience as a Receptionist at The Wax Bar and as a Customer Service Representative at State Farm. Sonia V. holds a Bachelor of Business Administration in both Business Administration and Management, as well as International Business from Valdosta State University.
September 1, 2023 - present
July, 2022
February, 2022
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at AJ Wealth
Client Service Associate at Sage Mountain Advisors
Client Service Associate at Waverly Advisors, LLC
Client Service Associate at Private Advisor Group