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Sonia Crumpler, CEPA®, CPWA®, CDFA®

First Vice President, Private Wealth Senior Relationship Manager

Sonia Crumpler is a financial professional with multiple certifications and a senior position at Merrill Lynch Wealth Management.14 She holds the designations of CEPA® (Certified Exit Planning Advisor), CPWA® (Certified Private Wealth Advisor), and CDFA® (Certified Divorce Financial Analyst).1

Professional Role

Sonia Crumpler currently serves as the First Vice President and Private Wealth Senior Relationship Manager at Merrill Lynch Wealth Management.45 In this capacity, she provides expert financial advisement to clients, leveraging her extensive qualifications and experience in wealth management.

Location and Network

Based in Atlanta, Georgia, Sonia Crumpler has established a strong professional network, with over 500 connections on LinkedIn.14 Her LinkedIn profile can be found under the username "soniacrumpler".1

Recent Activities

Sonia Crumpler is actively involved in professional development and women's empowerment initiatives. In March 2024, she participated in Merrill Lynch's Women's Exchange National Event in New York City to commemorate Women's History Month.2 This engagement demonstrates her commitment to supporting and advancing women in the financial industry.

Sonia Crumpler's multifaceted expertise and senior position at a major financial institution make her a notable figure in the wealth management sector, particularly in the Atlanta metropolitan area.3

Highlights

Aug 20 · linkedin

I'm excited to see Bank of America team up with FIFA World Cup 26™, marking a historic partnership that is sure to show us all the power of sport, through inspirational stories of excellence and opportunities for us to help make an impact in our communities.

Mar 10 · linkedin

This month, I kicked off Women’s History Month by attending our Women’s Exchange National Event in New York City. I am energized by all our strong and inspiring women at Merrill who make a difference each day. Thank you! #womeninvested

Related Questions

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Sonia Crumpler, CEPA®, CPWA®, CDFA®
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Location

Atlanta, Georgia, United States