Sonja A. Borda, CFP®, CDFA® in

Sonja A. Borda, CFP®, CDFA®

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Vice President, Trust Advisor at Hancock Whitney
📍 Dallas-Fort Worth Metroplex, United States

Sonja A. Borda is a Vice President and Trust Advisor at Hancock Whitney with over 20 years of experience in wealth management and financial planning. A CERTIFIED FINANCIAL PLANNER™ Professional and graduate of Texas Tech University, she specializes in guiding clients through significant life and wealth transitions with expertise in investment and asset management.

Sonja demonstrates a passion for financial education and empowerment, particularly for women. She has a history of leading discussions on financial topics relevant to women, such as managing wealth through divorce and multi-generational wealth transfers, to help them achieve their life goals.

She was a featured speaker on the topic of "Financial Feminism: Women, Money, Wealth & Legacy" for the Dallas Estate Planning Council.

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Experience
16 Years
Current Role
Vice President, Trust Advisor
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Sonja shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sonja cares about

Financial Feminism
Actively speaks on empowering women financially and was a featured speaker on the topic for the Dallas Estate Planning Council.
Estate & Succession Planning
A core focus of her career, she frequently engages with the legal and financial community on advanced estate planning topics.
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Career

Work history

3-2024
Vice President, Trust Advisor
Hancock Whitney
3-2023 - 3-2024
Senior Wealth Strategist
Paul Comstock Partners
2-2022 - 3-2023
Financial Planner
Mercer Advisors
2018 - 2-2022
Senior Wealth Advisory Manager
BakerAvenue Wealth Management
1-2017 - 2018
Wealth Advisor
Stocker Woods Financial, Inc.
In the press

Media appearances

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Education
1993 - 1997
Bachelor of Science
Texas Tech University
Education details unavailable
Texas Tech University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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