Team

Sophia Tsoupelis

Associate Advisor

Avid hiker, reader, explorer and spotify playlist master. Helpful by nature.

Sophia Tsoupelis, Associate Financial Advisor: A young woman with brown curly hair wearing a white blouse and sitting at a work table.

Always ready to help and energize others with a cheerful spirit, steady hand and good music.

Sophia joined the team in 2020 as an Associate Advisor. She is currently a participant in Strategic’s Advisor Development Program. This program is designed to help professionals develop the critical skills and knowledge necessary to become a successful financial advisor.

Education

Series 65 Licensed Financial Professional
Bachelor of Science, Finance, Providence College

Community Service

The View, Development Committee Member

Beneath the Surface

Claim to Fame

She has a Spotify playlist for absolutely everything. Hand her over the aux!

Enjoys

Hiking, reading, exploring/traveling, all things Adirondacks and hanging out with her dog.

Family

Born and raised in New Hartford, NY. Sophia’s Family proudly owns and operates Symeon’s Greek Restaurant.

We make a living by what we get, but we make a life by what we give.
Winston Churchill