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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now