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Sonia Crumpler, CEPA®, CPWA®, CDFA®

First Vice President, Private Wealth Senior Relationship Manager

Sonia Crumpler, CEPA®, CPWA®, CDFA®, is a seasoned professional with over 15 years of experience in wealth management and investment advice for executives, entrepreneurs, and multi-generational families.

With a focus on building strong client relationships through a personalized and proactive approach, Sonia collaborates with her team to offer strategic advice on various financial aspects including investment needs, trust and estate planning, cash management, banking, digital integration, and lending.

Her impressive list of certifications includes the Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Certified Divorce Financial Analyst® (CDFA®), along with insurance licensing and Series 7 and Series 66 FINRA registrations.

Sonia is the President of the Merrill Women's Atlanta Chapter Exchange, showcasing her leadership capabilities and dedication to empowering women in finance.

She is a Boston University Questrom School of Business alumna, and also a participant in the Women's Executive Leadership Program at The Wharton School of the University of Pennsylvania.

Active in her community, Sonia serves on various councils and committees, including the Children's Legacy Advisor Leadership Council and as a board member at Marist School, demonstrating her commitment to giving back.

Sonia's previous roles in prestigious organizations like Merrill Lynch Wealth Management, SunTrust Private Wealth Management, LCG Associates, and Cumulus Media have enriched her expertise in financial services, project management, and digital media.

Her educational background also extends to Georgia State University's J. Mack Robinson College of Business and Marist School, where she honed her skills for a successful career in finance.

Throughout her career, Sonia Crumpler has showcased a blend of financial acumen, community involvement, and professional leadership, positioning her as a respected figure in the wealth management industry.

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Location

Atlanta, Georgia, United States