Sonya OliverSonya Oliver, CFA®Relationship Manager
About Sonya
Sonya Oliver is a Relationship Manager at J.P. Morgan Wealth Management.
Sonya has been working with high-net-worth families for over 20 years. She joined J.P. Morgan in 2023 through the acquisition of First Republic Private Wealth Management, where she had worked with her team since 2015. She has spent her entire career in the financial industry, with earlier tenures at Credit Suisse, Lehman Brothers and Morgan Stanley. While at Morgan Stanley, Sonya first met Keith Webster and Robin Yoshimura, developing the long-term ties that continue today.
Sonya earned her B.S. with an emphasis in Finance from the Marshall School of Business at the University of Southern California. She also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Los Angeles.
Within her community, Sonya is the Treasurer for Hermosa Hermanos, an organization that promotes community involvement and volunteerism for young men with the support of their moms in Hermosa Beach.
Sonya resides in Hermosa Beach with her husband and their two sons. They enjoy travelling as a family, and especially like spending vacation time in Costa Rica and Montana.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
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October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
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October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowHow an annuity can help as you plan for retirement
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October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now