11709 Daryl Carter Parkway
Orlando, FL 32821
+1 (407) 973-1639
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swilliams@capitalwealth.com
Sophia Williams is a Financial Advisor working in Orlando, FL. With a passion for helping individuals and organizations achieve their financial goals, Sophia brings a wealth of knowledge and experience to her role. She holds the prestigious CTFA (Certified Trust and Fiduciary Advisor) certification, highlighting her expertise in providing sound financial guidance and ensuring fiduciary responsibilities are met. With four years of experience in the field, Sophia has developed a keen understanding of investment strategies, retirement planning, estate planning, and risk management. Outside of work, she enjoys staying active through basketball and running as well as engaging in friendly competition with board games.
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We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.