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

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Professional Services

• Fee Based Advisory Services
• Financial Planning
• Estate Planning Strategies
• Life Insurance Planning
• Retirement Income Planning
• Wealth Transfer Strategies
• Estate Conversion Strategies
• Personal and Business Insurance

Professional Qualifications

• Series 6, 7, 63, 65 Licensed
• Life/Health/LTC Insurance Registrations
• (CFP®) CERTIFIED FINANCIAL PLANNER™
• (AIF®) Accredited Investment Fiduciary
• (AEP®) Accredited Estate Planner
• (ChFC®) Chartered Financial Consultant
• (CLU®) Chartered Life Underwriter
• (RICP®) Retirement Income Certified Professional
• (CASL®) Chartered Adviser for Senior Living
• (CLTC) Certified in Long Term Care
• Lifetime Member, Million Dollar Round Table 2006– Present
• Member, Society of Financial Service Professionals
• Member, Financial Planning Association

Personal

• Grew up in High Point, NC
• Graduate, UNC-Chapel Hill with B.A. in Psychology
• Rotary Club of the Capital City
• President, 2020-2021
• Paul Harris Fellow
• Member, Ram’s Club UNC-Chapel Hill
• Member, GAA UNC-Chapel Hill
• Member, Bayleaf Baptist Church
• Resides in Raleigh with wife, Bethany, and daughter, Everleigh