Sonya Howard
Vice President & Lead Business Accountability Specialist at Wells Fargo | Greater Philadelphia
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Sonya Howard serves as a Vice President and Business Support Consultant at Wells Fargo, where she leverages her extensive expertise in wealth management and fiduciary advisory services to provide high-net-worth families with tailored solutions for wealth preservation and fiduciary management. With a robust background in risk management, Sonya plays a pivotal role in overseeing complex financial portfolios, ensuring that her clients navigate the intricacies of estate planning, tax strategies, and personal trust administration with confidence.
In her current role, Sonya is actively involved in key projects that focus on enhancing the client experience through innovative financial solutions and risk mitigation strategies. She collaborates with cross-functional teams to develop comprehensive asset management plans that align with the unique goals and values of each family she serves. Her proficiency in financial analysis and portfolio management enables her to identify opportunities for growth while safeguarding clients' interests against potential risks.
Sonya's commitment to excellence is reflected in her ability to communicate complex financial concepts in an accessible manner, fostering trust and transparency with her clients. As a fiduciary advisor, she prioritizes ethical standards and regulatory compliance, ensuring that all aspects of wealth management are handled with the utmost integrity. By staying abreast of industry trends and regulatory changes, Sonya continuously enhances her skill set, positioning herself as a trusted partner for families seeking to navigate the multifaceted world of wealth management. Her dedication to client success and her strategic approach to financial stewardship make her an invaluable asset to Wells Fargo and the high-net-worth families she serves.
Vice President & Lead Business Accountability Specialist at Wells Fargo in July 2021 to Present
Vice President/PC Fiduciary Advisor at Wilmington Trust in October 2015 to July 2021
Vice President & Sr. Trust Admin 3 at Wells Fargo - Abbot Downing in August 2014 to October 2015
Vice President at Wilmington Trust in June 2010 to August 2014
Associate Director, Fiduciary Services at Wells Fargo Family Wealth in July 2007 to July 2010
Trust Associate at Merrill Lynch Trust Company in January 2001 to January 2005
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Wealth Management
Investments
Banking
Strategic Financial Planning
Asset Managment
Estate Planning
Financial Planners
Risk Management
Financial Analysis
Asset Management
Wealth
Trust Services
Tax
Mutual Funds
Accounting
High Net Worth Individuals
Financial Planning
Personal Trust Administration
Trust Management
Portfolio Management
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Discover more about Wells FargoWhat is Sonya Howard email address?
Email Sonya Howard at [email protected] and [email protected]. This email is the most updated Sonya Howard email found in 2026.
What is Sonya Howard phone number?
Sonya Howard phone number is +12672516700 and +12672529981.
How to contact Sonya Howard?
To contact Sonya Howard send an email to [email protected] or [email protected]. If you want to call Sonya Howard try calling on +12672516700 and +12672529981. (updated on October 29, 2024)
What is Sonya Howard net worth?
Sonya Howard has an estimated net worth of $375,000 to $499,999
What company does Sonya Howard work for?
Sonya Howard works for Wells Fargo
What is Sonya Howard's role at Wells Fargo?
Sonya Howard is Vice President & Lead Business Accountability Specialist
What industry does Sonya Howard work in?
Sonya Howard works in the Financial Services industry.
Sonya Howard Email Addresses
Sonya Howard Phone Numbers
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