Sophie BarnettSophie Barnett, AIF®, 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 firstgeneration 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 Accredited Investment Fiduciary® and Wealth Management Certified Professional® certifications. She passed the FINRA SIE® exam and holds 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
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now