Sophie BarnettSophie Barnett, WMCP®Wealth Advisor
About Sophie
Sophie Barnett is a Wealth Advisor at J.P. Morgan Wealth Management.
Drawing on nearly two decades of financial services experience, Sophie advises a range of successful individuals, including business owners, healthcare professionals, commercial real estate developers and first-generation wealth creators whose needs have evolved into a more sophisticated set of objectives. She understands a client's desire to make the best use of their personal assets, and she helps them create and implement an individualized wealth plan, freeing them to focus on their work and family.
Sophie's ability to see the 'big picture' stems from her deep background encompassing the financial markets, financial planning, credit management, banking, lending and equity-indexed annuities. She offers direct access to a broad base of knowledge and best practices used by others who have walked a similar path.
Sophie joined J.P. Morgan in 2019 as a Private Client Banker from her role as the founder of a consulting firm, where she advised clients on all aspects of growing their businesses. This entrepreneurial experience gave her a first-hand appreciation for the risks and challenges clients often face.
Earlier, Sophie was an Executive Vice President at Patriot Brokerage Services, leading the planning and execution of business development and growth strategies. She was previously the Director of New Business Development at Pinnacle Advisors Group. She launched her career in 2007 as a Credit Manager at Wells Fargo, serving as a full-service loan originator assisting clients with managing their debt and building their credit.
A graduate of Salem State University, Sophie holds a B.S. in Political Science and has earned the Wealth Management Certified Professional®designation, along with the FINRA SIE and Series 6, 7, 63 and 66 securities licenses along with a Life and Health (NY) license.
Born in Kenya, educated in Massachusetts and a former resident of Dallas, Sophie recently relocated to New York City. In her free time, she is an avid reader, jazz aficionado and traveler.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A 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 Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A 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
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A 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 NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A 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 NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now