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

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

Advanced Planning Advisor

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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