Chessie Ralston | VP Marketing
Direct Phone: 919.719.3809
FOR IMMEDIATE RELEASE
Raleigh, NC, January 9, 2020 – Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC, Advanced Planning Advisor at Capitol Financial Solutions in Raleigh, NC has been authorized by the National Association of Estate Planners & Councils to use the Accredited Estate Planner designation. Scott decided to pursue this designation to show his commitment to estate planning. Scott has been an Advisor with Capitol Financial Solutions since 2005 and is responsible for providing financial solutions and strategies for his clients. This is his eighth industry designation.
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character. NAEPC has designated The American College of Financial Services as the primary provider of the education courses required to earn the AEP® designation.
About Capitol Financial Solutions
Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals. For more information, please visit www.capfs.com.
Securities and investment advisory services through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Branch phone: 919-546-0400. 18047840