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

Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC is a financial planner in Raleigh, North Carolina. The firm provides fee-based advisory services to individuals, families, and business owners, specializing in wealth management, retirement income planning, and estate and wealth transfer strategies. Their expertise also extends to personal and business insurance planning, educational funding, charitable planning, and special needs planning for families and trustees.

The practice focuses on helping clients make informed financial decisions with clarity and a long-term perspective. Through a team approach, the firm offers personalized service designed to adapt to the specific needs and goals of each client. The firm's professional approach is supported by various registrations, including Series 6, 7, 63, and 65, as well as Life, Health, and Long-Term Care insurance registrations. These credentials, alongside advanced designations such as Accredited Investment Fiduciary and Accredited Estate Planner, reflect a commitment to comprehensive financial planning and continued education.

The office is located on Six Forks Road in Raleigh, near the intersection of Strickland Road and the Six Forks neighborhood.

The firm is recognized for its commitment to professional excellence, as evidenced by the advanced designations held by its lead advisor and a lifetime membership in the Million Dollar Round Table dating back to 2006. This dedication to specialized knowledge ensures that clients receive thorough and well-documented guidance for their financial futures.

Scott D Sorrell provides thoughtful wealth management and financial planning strategies to help the Raleigh community achieve long-term stability and confidence.

Services:

• Business Planning
• Estate Planning
• Insurance Consulting
• Investment Management
• Retirement Planning