Member Login

SONIA CRUMPLER

Merrill Lynch

As a Certified Exit Planning Advisor (CEPA®), Sonia Crumpler is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Sonia Crumpler - CEPA, CPWA - Merrill Lynch - Atlanta, Georgia, city=Atlanta, cepa_since=2020, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=sonia-crumpler, lname=Crumpler, designations=[CEPA, CPWA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202020/Crumpler-Sonia-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-JUNE.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394696, cohortium_profile_title=Sonia Crumpler | Wealth Manager at Merrill Lynch | CEPA™ since 2020 | CEPA Connect Member, state=Georgia, hs_was_imported=true, id=2835612724, designations__text_=CEPA, CPWA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Sonia Crumpler, email=sonia.crumpler@ml.com, cohortium_meta_description=Connect with Sonia Crumpler, a specialized Wealth Manager working with Merrill Lynch based in Georgia. Credentials include: CEPA, CPWA., associated_contact_record_id=1756501, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JUNE%202020/1863_Crumpler_CEPA-Certificate_2020-JUN-MC.pdf, is_editable=editable, url_slug_2=sonia-crumpler, impersonate_user_url=https://exit-planning-institute.org/member-detail/sonia-crumpler?impersonation=true, full_name=Sonia Crumpler, hs_lastmodifieddate=1766024036349, phone=(678) 427-2001, company_name=Merrill Lynch , name=Sonia, hs_object_id=2835612724, associated_resources=0, hs_object_source=IMPORT, postal_code=30305, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=9997091}
  • Advisor Type: Wealth Manager
  • Website:
    https://
  • Phone: (678) 427-2001
  • City: Atlanta
  • State: Georgia
  • Postal Code: 30305
  • Country: United States
  • Designations: CEPA, CPWA
  • Markets Served:
  • Company Name: Merrill Lynch