Kent Thompson, CFP®, MSFS
Financial Advisor

CONNECT

Address:

8816 Six Forks Road, Suite 301
Raleigh, NC 27615

Phone:

(919) 719-3824

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

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

Advanced Planning Advisor

Scott is nationally recognized for accomplishments in the financial services industry. He focuses on estate planning strategies, life insurance, and business succession planning. Scott has earned seven professional designations and has been invited to speak at conferences throughout the United States. He is a graduated of UNC-Chapel Hill and resides in Downtown Raleigh.

Mobile Phone 919.719.3817