About Sonja Lamar, MBA
Sonja is originally from Regensburg, Germany. She moved to the US in 2014 to pursue her MBA at Colorado State University. She has been with Morgan Stanley since the beginning of 2017 and leads our market in North Alabama: Huntsville, Gadsden, Decatur, Florence. Her leadership is characterized by a deep commitment to fostering strong relationships and trust, serving as a partner, coach, and advocate for financial advisors and service professionals. As a certified MBTI teambuilding and leadership coach, Sonja is dedicated to continuous learning and talent development, with a particular emphasis on strategic practice management. Sonja is passionate about creating a culture of excellence, always embracing a growth mindset for personal, professional, and business growth. She actively engages with local charities, including Village of Promise, Manna House, and the AUM Foundation, strengthening community ties through her focus on giving back.
Sonja holds her Series 7, 66, 9, 10, and 3 licenses and is a Financial Planning Specialist. She has furthered her expertise with certifications in Organizational Leadership from Harvard Business School and holds her CEPA, Certified Exit Planning Advisor designation.
Sonja believes that "relationships and trust are the foundation of our success. We are committed to the long game, nurturing a culture that prioritizes the long-term growth, success, and fulfillment of our clients, advisors, and service professionals."