Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

Scott D Sorrell is a Raleigh-based financial advisor and CFP® professional offering comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies. With multiple advanced certifications including Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®), Sorrell serves individuals and families seeking personalized guidance on complex financial matters including estate planning coordination, tax-efficient investing, and long-term wealth strategies.