BIO

Sophia Avery

Brand & Content Specialist

Sophia is the Brand & Content Specialist at Defining Wealth Partners. She likes big ideas. More specifically, she likes taking big (or even outrageous) ideas and turning them into clear plans that people can actually follow. Preferably with a well placed font!

Professionally

Sophia started her career in marketing, where she served as a strategic marketing lead, project manager, and account manager for over 20 different companies. She helped clients figure out where they wanted to go, translated their vision into achievable steps, and kept the people and project deadlines moving forward.

The transition into financial services was unexpected. Following in her dad’s footsteps. (He went from the NFL to working as a financial wholesaler and, eventually, becoming an advisor.) Apparently, unconventional career paths run in the family!

Sophia became an internal wholesaler at an asset management firm, earned her Series 7 and 63 licenses, and worked directly with financial advisors. She spent her days building relationships, discussing investments and capital markets, and learning how advisors approach portfolio construction and their fiduciary responsibility to clients.

After gaining a much deeper understanding of the financial industry, Sophia returned to marketing because, frankly, she missed it. She loves the combination of creativity and strategy—the process of getting a group of people aligned around one growth goal and then bringing the idea to life.