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

Advanced Planning Advisor

My clients choose to work with me because of my honesty, integrity, and passion. What this means to you is I will show a genuine interest in helping you protect, preserve and grow what you have built.  The real benefit is you can have the confidence, clarity, and peace of mind to honor the agreements.

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 Licensed

· (CLU®) Chartered Life Underwriter

· (ChFC®) Chartered  Financial Consultant

· (CFP®) CERTIFIED FINANCIAL PLANNER™

· (AIF®) Accredited Investment Fiduciary

· (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

2012, 2013, 2014, 2015, 2016 Court of the Table Member

2017 Top of the Table Member

· Qualifier (ACE) Achieving Client Excellence 2006– Present

2012, 2013, 2014, 2016 Platinum Qualifier

· 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

            Paul Harris Fellow

· Member, Ram’s Club UNC– Chapel Hill

· Member, GAA UNC-Chapel Hill

· Resides in Downtown Raleigh

 

 

Phone (919) 719-3817