Sonia Kraus, FPQP®
Assistant Vice President
Joining the team in 2023, Sonia supports advisors by helping them prepare for client meetings, process portfolio changes and reports, gather information, and implement recommendations. She enjoys working closely with clients on an ongoing basis to manage the complexity of their financial lives and educate on the use of planning tools.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
