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

Scott Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, 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


· (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– 2018**

2012, 2013, 2014, 2016 Platinum Qualifier

· Member, Society of Financial Service Professionals

· Member, Financial Planning Association


· 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

*Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.  MDRT Court of the Table level requires accelerated levels of income or earned premiums associated with sales.  The level is evaluated annually and adjusted as needed to maintain the exclusivity associated with membership.  Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. MDRT Top of the Table level requires higher levels of income or earned premiums than Court of the Table, and is adjusted annually.

**The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level ofperformance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.