Sonia LeeSonia Lee, CRPC®Investment Associate
About Sonia
Sonia Lee is an Investment Associate at J.P. Morgan Wealth Management.
Sonia is an integral member of The Phil Scott Group, helping advance client priorities through her diligence, organizational skills and clear communication. She holds a number of responsibilities, including meeting coordination, preparation and follow-through, as well as facilitation of account reviews, customized report generation and team operations. Proactive by nature, Sonia applies the knowledge she has gained from supporting high- and ultra-high-net-worth clients, sensitive to their distinctive needs and interests.
As a central point of contact for clients and team members, Sonia is highly skilled in advancing a seamless client experience. She is adept in identifying the resources that clients require to pursue their objectives, integrating these capabilities in areas that include financial planning, trust and estate planning services, cash flow modeling, and investing. Sonia also supports the team by spearheading its event planning initiatives, applying a thorough and methodical approach.
Sonia draws on more than two decades of wealth management experience. She joined J.P. Morgan Wealth Management in 2023, moving with her team. Earlier, Sonia spent three years with First Republic Private Wealth Management, where she was a Registered Senior Client Associate. Her experience also includes 16 years with Merrill Lynch and Bank of America, where she gained a keen understanding of the needs of an accomplished clientele.
Sonia earned dual degrees from the University of Washington. She holds a B.A. in Business Administration – Marketing and a B.A. in Business Administration – Finance. She has attained the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Sonia and her husband have a son and daughter. They enjoy spending time outdoors in Eastern Washington, whether playing in the snow, spending time on the water, or visiting local orchards and farms. Sonia also volunteers regularly with her children's schools.
Chartered Retirement Planning CounselorSM or CRPC®are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now