Sophia Ivancich, CFP^®

Sophia joined WST in 2023 as Client Advisor located in Raleigh, NC. In her role, she is positioned to foster strong client relationships, improve operational efficiency, and ensure service expectations are met and exceeded. She serves as a point of contact for her clients and acts as a liaison for her team. Working in close collaboration with the Portfolio Manager, she scopes and refines customized planning and investment solutions, and she is relied on for proactive problem resolution and the overall delivery and daily management of the client experience. Prior to joining the firm, she was a financial planning administrator, preceded by a role as Client Specialist, where she supported advisors.

Originally from Rockford, IL, Sophia earned her bachelor’s degree in marketing from Judson University. She holds the CERTIFIED FINANCIAL PLANNER™ designation through Northwestern University and Series 66 license. She briefly lived in Milwaukee, WI, before relocating to Raleigh, NC.

Sophia spends her free time playing classical piano and regularly attends ballet classes. She and her husband share a love for the outdoors and enjoy exploring nature with their rescue dog, frequently embarking on hikes and relaxing at the beach together.