Michael Sofia

Client Services Associate

Michael Sofia is a finance professional with experience in client services and wealth management. Currently serving as a Client Services Associate at Morgan Stanley since August 2025, Michael previously held the position of Wealth Management Client Associate at Merrill Lynch from July 2024 to August 2025. Prior experience includes working as a Wealth Management Analyst at Bank of America Merrill Lynch during the summer of 2023. Michael graduated from the University of Delaware in 2024 with a degree in Finance and Financial Management Services.

Location

New York City Metropolitan Area, United States

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