Sofia is based in our Charlotte office.
Securities Industry Essentials (SIE)
Sofia makes sure working with Evenhold feels simple. She leads the client service team that handles account opening, transfers, document requests and the hundred small details that keep a plan on track.
She designed the firm’s introduction process, and she is usually the first person new clients meet.
Sofia joined Evenhold in 2016 after a career in hospitality management.
Tell us a little about what is on your mind. A member of our team will call within one business day to arrange an unhurried first meeting, in person or by video. There is no cost and no obligation.
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