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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

Sophia Whitney

Sophia Whitney

Client Services Representative

 Sophia Whitney

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.

A lifelong resident of Rockville, MD, Sophia is part of a large Italian family, all of whom live within a 10-mile radius. 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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