Sophia Whitney
Client Services Representative
While obtaining an Associate’s degree in General Studies from Montgomery College, Sophia began a 10-year career in the veterinary industry. During that time, she realized that she not only had a deep affinity for helping animals, but people as well. Sophia transitioned career paths from the veterinary industry to the financial industry and is committed to helping clients with their every need through all the stages in their lives.
Sophia’s past experience includes working for Steben and Company, an alternative investments group in Gaithersburg, MD, where she started as an analyst with no experience. After several years of learning the financial services industry, she became the manager of the investor services team. In Sophia’s role at PFG, she helps ensure client requests and transactions are processed efficiently and supports the advisors in many different capacities.
Sophia is part of a large Italian family, all of whom live within a 10-mile radius. Previously a lifelong resident of Rockville, MD, Sophia recently moved to Olney, MD where she’s still close to extended family. She lives with her husband, Rob, children, Domini and Risa, a black lab mix named Chase and a cat named Luna. When she’s not working, she enjoys spending time outdoors with her husband and children and, of course, her large extended family.
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