Sonya Motes

Background

About Sonya Motes

Family is what matters most, and our clients are part of our family. BIOGRAPHY: I am a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Columbia, SC. I assist affluent individuals/families and businesses with financial strategies and asset management. I graduated from the University of South Carolina where I earned a Bachelor of Science Degree in Business Administration. I joined Merrill in 1983 and have obtained both the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor℠, CRPC® designation. Throughout the years, I have been and remain active in numerous civic and community organizations. My passions include initiatives that promote women, children and senior citizens. I am originally from Newport, North Carolina and reside in Lexington, South Carolina. MISSION STATEMENT: To be a trusted Advisor and true essential resource to my clients, while providing each relationship with ethical investment advice, guidance, and outstanding service. OUR COMMITMENT-to provide superior service to clients -to help clients articulate and prioritize their short and long-term goals and then see those goals to completion -to build strong relationships with clients by guiding them through each unique phase of life -to offer customized guidance and services backed by Merrill and Bank of America *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.