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Sophie Howell
"I believe businesses have a responsibility to positively impact the world, and that starts with taking care of their people. I show up every day to equip our team to do their best work. When our team is at its best, our clients benefit. Everybody wins."
As Director of Practice Management, Sophie leads the strategic development and execution of initiatives that empower advisors to grow, scale, and serve clients at the highest level. She partners closely with advisory teams across the firm to enhance operational efficiency, optimize workflows, and implement best practices that elevate both the client experience and business performance.
Partnering closely with advisory leadership, Sophie works at the intersection of strategy, operations, and growth. She helps teams streamline processes, leverage firm resources, and align their practices with long-term strategic goals. Her leadership supports advisors in deepening client relationships while building sustainable, scalable businesses.
Known for her collaborative approach and results-driven mindset, Sophie plays a key role in strengthening the firm’s infrastructure and ensuring advisors have the tools, support, and structure needed to thrive in an evolving industry.
Learn About Sophie Howell
Professional Background
Sophie is passionate about elevating both advisor and client experience through thoughtful strategy, clear systems, and meaningful human connection.
She brings experience in operational leadership, organizational transformation, and client‑centric service to Mission Wealth. Starting out in 2008 in RIA operations, marketing, and fintech, she shaped growth‑ready infrastructures across RIA firms, and held senior leadership roles where she served as Chief Operating Officer and Chief Experience Officer and led post‑acquisition integration, cultural development, and system modernization initiatives. Her work driving accountability through EOS, scaling human capital, and aligning people, process, and technology positioned her previous firm for award‑winning performance and team engagement. Most recently, Sophie guided the merger of her firm into a national RIA, furthering her reputation for operational excellence, empathic leadership, and turning complex challenges into clear, actionable systems.
Personal Pursuits
Practicing Pilates, coaching kids’ basketball, playing sports with her little ones, reading novels, and visiting Raleigh parks.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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