About Me

Sonya Jones

CLIENT SERVICES ASSOCIATE

I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.

Education and Biography

TRAINING

Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.

SPECIALISMS

Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.

Meet The Team

https://i2.wp.com/baileywealth.org/wp-content/uploads/2021/05/Samantha-headshot.jpg?resize=800%2C800&ssl=1
SAMANTHA FUGITT

Client Relationship Coordinator

https://i2.wp.com/baileywealth.org/wp-content/uploads/2021/06/IMG_4333.jpg?resize=800%2C800&ssl=1
A. SEAN BAILEY, CFP®

Founder

https://i2.wp.com/baileywealth.org/wp-content/uploads/2021/05/Wes-headshot.png?resize=800%2C800&ssl=1
WES BURROUGHS

Financial Consultant

https://i2.wp.com/baileywealth.org/wp-content/uploads/2021/05/kara.jpg?fit=200%2C200&ssl=1
KARA BROWN

Client Services Associate

Contact Sonya

https://i0.wp.com/baileywealth.org/wp-content/uploads/2021/05/bailey-wealth-3.png?fit=300%2C46&ssl=1
1604 Hewitt Ave., Suite 704 Everett, WA 98201

Follow us:

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CO, ID, IL, IN, MO, MT, NM, NV, OR, SC, TX, VA, WA.

Copyright © Bailey Wealth Services 2021