Sonia joined MONECO Advisors in the fall of 2022. She started her career working in banking until she transitioned over to Edward Jones, where she built on her passion of helping others in financial services. Sonia's responsibilities are many, with a focus on account openings, move money requests, scheduling strategy meetings, preparation and client follow up. Sonia prides herself in her attention to detail and diligent follow through when assisting the firm's client needs. In her free time she enjoys cooking, reading, and spending time with friends and family. As a Milford, CT native, she spends a great deal of time at the beach during the summer, where she enjoys kayaking, paddle boarding and her love for the outdoors.
Get to Know Sonia...
Favorite part about working at Moneco: How willing everyone is to help each other and our clients
Favorite thing to do outside of work: Spending time with family and friends
What I enjoy most about what I do: Solving problems and working to fulfill client needs
Biggest challenge: Happily adapting to truly working for an independent firm
Favorite:
Quotation: “Be yourself; everyone else is already taken” - Oscar Wilde
Vacation: Anywhere that is warm
TV Show: The Amazing Mrs. Mazel
Music: Classic Rock