Sophie Syska

I'm thrilled to be part of Wheelock Wealth Solutions, where I focus on the operational and administrative side of serving clients. My background in finance started at Florida State University, and over the years I've had the opportunity to work alongside financial advisors and the people they serve. What I've learned is that the behind-the-scenes work matters just as much as the advice itself.

In my role, I handle the paperwork, streamline processes, and take care of the details that keep everything running smoothly. My goal is to support your advisor so they can focus on what they do best while making your experience as seamless as possible. I know that financial matters can feel overwhelming at times, and I'm here to help remove any friction from the process.

Outside of work, you'll usually find me at the beach or hiking outdoors with friends and family. There's something rejuvenating about being in nature that helps me stay energized and focused.

I'm looking forward to supporting your advisor and getting to know you along the way. The relationships we build with clients are what make this work meaningful, and I'm excited to be part of your experience with our team.