Sophie Howell
Based in Raleigh, Sophie strengthens advisory practices by improving processes, connecting teams with firm resources, and implementing scalable systems that enhance client service and business performance.
Ways to Connect
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.
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.
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.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor