Sonji Rollins Tucker

President & CEO

At an early age I became interested in the Investment industry because my mother would always point to the news after dinner and say, “Look at those numbers that means money” My mother who had a 6th grade education did not know that those numbers scrolling across the screen was called a market index, specifically the Dow Jones Index and she did not know it represented stocks, but she did know it had something to do with money. I figured out then I wanted my mom to know, and all black women raising children in the projects to know and understand what the stock market was and how to create and build wealth for their families. The financial industry was not made for us---but it is my job to help women and underserved communities especially Black women to understand and feel comfortable and navigate their finances. We deserve to be wealthy. We deserve a comfortable retirement. We deserve good pay, leadership positions and to be business owners. We deserve to splurge and save and invest. We deserve to leave a legacy of wealth to our children. This is my calling, and therefore I serve.

Sonji is a 20 plus year veteran of the investment management industry, beginning her career at SunTrust Bank in the Trust department and going on to serve as a Financial Adviser for many years in SunTrust Private Client and SunTrust Securities. Answering the entrepreneurial call, Sonji founded The Raymond Kendall Group where in addition to serving her individual clients, she won several contracts with the City of Richmond Office of Minority Business Development providing business development assistance to small businesses and advising business on essential elements to grow and sustain business.

Combining her expertise in business development and investment management, Sonji currently serves as CEO & President of SRT Wealth Design Group, LLC. Specializing in creating wealth by design, Sonji leads a team of professional advisors offering a full array of business development and financial management services.

Sonji holds a BS in finance, having attended both Hampton University and Strayer University. A committed supporter of several community-based organizations and non-profits, Sonji has served on the Virginia Capital Region Workforce Development Board serving as Joint Finance Chair and Youth President and Chairperson and is a graduate of Leadership Metro Richmond. As well as serving as Economic Development Co-Chair of the National Coalition of 100 Black Women RMAC chapter. Sonji also serves on the City of Richmond Financial Empowerment Board. 

 

Phone 8043227322
Mobile Phone 8047279138