> instructor profiles > continuing education > home

Sofia Williams

PFP

Sofia Williams is an experienced financial services professional and Investment Advisor with over 13 years of experience in wealth management, financial planning, relationship management, and business development. She currently works with Raymond James, where she advises families, professionals, and business owners on building, protecting, and transitioning their wealth.

Sofia holds an industry certification as a Personal Financial Planner (PFP®), reflecting her commitment to professional excellence and comprehensive financial planning. Her experience spans investment planning, retirement planning, tax and estate considerations, risk management, lending, and working with high-net-worth individuals and business owners.

Throughout her career, Sofia has developed a strong passion for financial education and helping others build the knowledge and confidence to make informed financial decisions. In addition to her advisory practice, she is passionate about mentoring and developing others.

Sofia brings a practical, real-world perspective to her teaching, connecting financial concepts to the situations students are likely to encounter in their careers and personal lives. She is committed to creating an engaging and practical learning environment where students can ask questions, develop critical thinking skills, and gain knowledge they can apply beyond the classroom.

Outside of her professional life, Sofia enjoys spending time with her partner and her two boys and embracing the outdoors. Her family adventures include camping, mountain biking, and golfing—activities that reflect her love of staying active, exploring new places, and creating meaningful memories together.

Program Area

• Finance