Sonia Morales, CFP®

Senior Wealth Advisor
Madison, New Jersey

Designations and Licenses

Sonia is a CERTIFIED FINANCIAL PLANNING™ professional.

Experience and Education

Sonia works closely with clients to develop financial plans and wealth management strategies. Prior to joining the firm, Sonia held financial planning internships at Mid-Atlantic Resource Group, Massey Quick & Co. and Asset Planning Services.

Sonia holds bachelor’s degrees in financial planning and business management from William Paterson University.

Personal Interests

In her spare time, Sonia regularly volunteers at the community food bank of New Jersey and enjoys hiking and camping with her chocolate labrador Lily.

Sonia’s Office

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