Sophia joined Clifford Swan in 2021 as a Client Service Specialist, bringing 15 years of experience in the financial services industry. Working alongside the firm’s investment counselors, she provides personalized, attentive service to our clients to help them achieve their goals.  She also supports our planned giving clients and is responsible for administrative elements of the firm’s turnkey planned giving services.

Prior to Clifford Swan, Sophia served as an ACH and Funding Specialist at a national third-party automated clearing house processing company. She began her career in the financial industry in 2006 as a Banking Operations Coordinator at JPMorgan Chase.