Sophia Tzemis

Senior Vice President, Wealth Management Advisor

1305 Walt Whitman Rd
Melville, NY 11747
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.

Sophia Tzemis, CFP® Senior Vice President, Wealth Management Advisor

Sophia is a Wealth Management Advisor in Melville, New York for Merrill Lynch Wealth Management. She has the responsibility of working with affluent families regarding their investment, retirement, estate and wealth preservation goals. She uses the full range of services of Merrill to help clients meet each specific financial objective. She is committed to helping families position their finances for the future. She has a BA in Economics from Binghamton University and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

Sophia focuses on total wealth management and has a distinctive process by which she works with each client. She insists on understanding the specific situation of each client which enables her to develop appropriate strategies, recommend strategies, and review the progress of their assets. Clients can expect to receive personalized advice and access to the specialized services required by sophisticated investors. Sophia meets regularly with clients to review the alignment of their portfolios with their current circumstances.

Sophia has been in the financial services industry since 1994 and with Merrill Lynch Wealth Management since 2000. She lives in Smithtown, New York with her husband and two children. She has volunteered as an tour guide at the World Trade Center Tribute Center, a non-for-profit organization in lower Manhattan which leads tours at the National World Trade Center Memorial.

Certified Financial Planner Board of Stands, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
About Me

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sophia E Tzemis is registered to do business in AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA.