Find Your Peace of Mind
She is a problem solver and committed to providing the highest level of client service.
Sophie Robertson is a Financial Services Professional dedicated to building meaningful strategies for individuals, families, and businesses to help them achieve their financial goals. Sophie graduated from Southern Methodist University with a Bachelor of Science in Economics. She is a proud Mustang and is active in SMU's young alumni network.
Prior to joining Bluecrest Financial, Sophie worked in Deloitte's Transfer Pricing practice, where she served some of the firm's largest and most complex clients. Through this experience, she developed a strong analytical foundation and firsthand insight into how strategic financial decisions impact outcomes. She is a problem solver and committed to providing the highest level of client service.
Sophie is passionate about serving her community and caring
for others. She currently resides in Fort Worth, Texas with her husband,
Braden, and their son, James. Outside of work, she loves spending time with
family and friends and can often be found at the newest, hip restaurant in
Dallas or Fort Worth.
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