Financial Advisors
Raleigh, NC
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.
Ideal for: Retirees and near-retirees, high-net-worth individuals, business owners seeking wealth preservation, families planning for legacy and estate matters
Service area: Raleigh, NC and surrounding Triangle area
Multiple Advanced Certifications: Holds CFP®, ChFC®, AIF®, AEP®, CLU®, CKA®, RICP®, and CLTC® designations, demonstrating extensive expertise across financial planning, investment management, and specialized planning areas.
Comprehensive Planning Approach: Integrates retirement planning, estate planning coordination, investment management, and tax strategy into a cohesive wealth management strategy tailored to individual client goals.
Fiduciary Commitment: Holds Accredited Investment Fiduciary status, committing to act in clients' best interests and maintaining professional accountability in investment recommendations.
Address: 8816 Six Forks Rd Suite 301, Raleigh, NC 27615
Phone: (919) 719-3817
Website: scottsorrell.net
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