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
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
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.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 NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowRetirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowMaximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowNew Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now