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Sonja Borda

Financial Planner

CFP®, CDFA®

sborda@merceradvisors.com

Sonja takes great pride in the long-term relationships she has established throughout her career in financial services. She has over 20 years of experience in banking, financial services, and wealth management, helping clients and families navigate through planned and unplanned changes in life and in wealth. Sonja holds a Bachelor’s degree from Texas Tech University. Before joining Quest Capital Management, she worked for Baker Avenue Wealth Management. Sonja takes a common-sense approach to developing customized solutions in financial planning, risk and debt management, insurance, and tax and retirement planning. Sonja volunteers her time with Rotary International and is a wish grantor for Make A Wish Foundation.

Dallas - Park Cities

8117 Preston Road
# 700
Dallas, Texas 75225

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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