Sonia Ortega-Knight

Sonia Ortega-Knight
Virtual Premier Advisor

7800 North Mopac Expressway

Austin, TX 78759

Sonia.Ortega-Knight@truist.com

Phone 512-676-5507

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About me

Background

Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal guidance, exceptional service, and tailored solutions to help empower you and your loved ones on their financial journey. As a Virtual Premier Advisor with Truist I service the Austin Market, I started in the Banking and Financial Services Industry in 2009. I specialize in holistic Financial Planning. I take a comprehensive strategic approach with every client relationship I manage. My purpose is to help guide individuals and families to achieve their long-term financial goals always putting my clients first with everything I do. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.



Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Texas A&M University

Personal interests

I am a Native Texan, born in South Texas and moved to Austin in 2009. Outside of work I am actively involved in my daughters Girl Scout Troop and enjoy giving back to the community by supporting local small businesses including exploring Austin’s local cuisine with my family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
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  • May Lose Value

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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New York City residents:

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