Melody A. Foti, CFP®

Melody Foti founded Sophia Wealth Strategies in 2022 to offer effective advice to those seeking help with their financial planning and asset management. She and her team lead with compassion and patience to give their clients a rewarding experience. Prior to founding Sophia, Melody was a Managing Director of Investments and PIM Portfolio Manager at Wells Fargo. She has over 40 years of experience in finance as well as 10 years as a socially active parish minister. She joined Wells Fargo Advisors in 2013, having previously been with Morgan Stanley Smith Barney.

Melody earned a Master of Divinity degree from the Harvard Divinity School and a BA from Wellesley College with a concentration in art history and architecture. Following her passions, she has served on numerous non-profit boards that focus on making our world a better place. More recently, she has served on the boards of Springfield Young Scholars, The Connecticut River Conservancy, Voices From Inside (creative writing project for women in prison), and The Broad Brook Coalition (managing the Lake Fitzgerald Conservation Area).

Melody brings a sophisticated financial background, intellectual integrity, and a compassionate heart to the important financial decisions of her clients. Melody A. Foti was named a Forbes Top Women Wealth Advisor in 2020, 2021, and 2022. The Forbes Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

2022 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 9,850 Advisors were considered, 1,377 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Melody A. Foti was named a Forbes Best-in-State Wealth Advisor in 2021 and 2022. The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary.  Click here for more award information.