Broker Check
Sonya Zelaya

Sonya Zelaya

Brokerage Case Manager

When asked why she loves her position as New Business Case Manager, Sonya Zelaya’s answer was simple: “I enjoy helping advisors get from point A to point B as smoothly as possible.”

With experience working in academia, manufacturing, non-profits, and with small businesses, Sonya brings an attention to detail and a passion for learning. She attended Simmons College in Boston, MA majoring in Interdisciplinary Studies because, as she says, “I was interested in a little bit of everything.”

A native New Yorker, Sonya has found a home in North Carolina with her spouse and enjoys hanging out with family, trying new restaurants, going to local festivals, and making new friends. As part of the Pilot Financial team, Sonya is dedicated to helping both advisors and their clients: “Financial security is important, for both the advisors we work with and their clients. I want everyone to feel secure that even if there is a death in the family, they don’t have to worry about their future plans on top of grieving a loved one.”