Sophia Ito has made significant strides over the past year. Not only has she grown her AUM, but she improved her standing on the Top 50 Advisors list by advancing from number 37 in 2021 to number 23 this year.
She’s not one to take all the credit, though. “Sharing the pie is important,” she says. “A collaborative and team-based approach ensures we are able to provide the best outcomes for our clients, and in the end, we all win.”
Throughout her years in the industry, Ito has relished the technical and creative challenges that come with wealth management. She says the ability to apply analytical skills, critical thinking and emotional intelligence to a client’s situation is important to assist them through critical life milestones and decisions.