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

Advanced Planning Advisor



8816 Six Forks Road , Suite 301
Raleigh, NC 27615


(919) 719-3817

Speaking Engagements

Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC is an Advanced Planning Advisor in Raleigh, North Carolina. Scott has been invited to speak at several organizations, including financial services firms, universities and non-profit organizations. He is able to share his professional experiences, business knowledge, and planning capablities.

During his sessions, Scott explains the concepts, tools, and applications that he implements on a daily basis to maximize his financial services practice for deep client relationships.

Scott Sorrell's recent speaking engagments include:

  • Capitol Financial Solutions Annual Meeting, Raleigh, NC
  • Signator Investors Practice Advacement Conference, Orlando, Florida (2013, 2016)
  • Duke University- Fuqua School of Business
  • High Point University
  • Appalachian State University
  • National Association of Financial Advisors (NAIFA)
    • NAIFA NC Annual Meeting and Delegate Council Conference
    • Various chapters throughout North Carolina
  • Innovative Financial Group, Nashville, Tennessee
  • Empire Financial Partners, Albany, New York
  • Cutco/Vector Marketing, Raleigh, NC
  • Rotary Groups and Other Non Profits

Scott Sorrell has also been published in the following industry publications:



Scott Sorrell and William Smith kicking off Signator's 2016 Practice Advancement Conference  













Scott Sorrell presenting at NAIFA-NC's Annual Meeting and Delagate Council Conference-   June 2015







Scott, after speaking for 500 industry peers in September 2013 with industry leader Lou Cassara, CLU, ChFC.









Scott at Innovative Financial Group's 2014 Kick-Off Meeting in Nashville, TN.





Scott speaking at an Appalachian State University Finance Class, Boone, NC


To inquire with Scott about speaking at your organization, click here.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck