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

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

Advanced Planning Advisor

Scott focuses on comprehensive planning for clients, including estate planning strategies, financial planning, life insurance, and business succession planning. He has earned seven professional designations, including his CERTIFIED FINANCIAL PLANNER™ certification and is a Lifetime Member of the Million Dollar Round Table. He is a graduate of UNC-Chapel Hill and resides in Downtown Raleigh.


MILLION DOLLAR ROUND TABLE Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. 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 of performance 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.