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
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowProtect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now