Skip to content

Sophia Tsoupelis

Associate Advisor

Advisor Team  /  Client Service Team

Avid hiker, reader, explorer and spotify playlist master. 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.

Sophia graduated from Providence College in May 2020 with a Bachelor’s degree in finance.

Areas of Specialty

  • Client Relationship Management

    Client Relationship Management

  • Client Service & Advisor Support

    Client Service & Advisor Support

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

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

Winston Churchill