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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.

Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year and remit the required Court of the Table dues 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.