Amy Sorrels

Amy has been in the financial services industry since 2000 and joined Merrill in 2011. She is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Plans Specialist™, CRPS™, and Certified Plan Fiduciary Advisor®, CPFA® designations. She has a focus on addressing the complex financial challenges facing affluent individuals and families, including advanced wealth management, tax planning strategies, estate planning strategies, executive compensation, and multigenerational wealth transfer strategies. Combined with her retirement plan expertise, Amy is committed to serve as a trusted advisor to business owners, executives, affluent individuals, and multi-generational families, as well as a consultant to organizations regarding 401(k), 403(b), SIMPLE IRA, SEP IRA, and defined benefit retirement plans.
A 2003 graduate of the University of St. Thomas, Amy earned a Bachelor of Arts degree in Accounting. She is a former board member of GIVING WoMN, an organization dedicated to nurturing women's leadership in philanthropy. She has also served as an educator for Junior Achievement, helping young people develop financial literacy and other important life skills.
Outside of her professional practice, Amy is actively involved in her community as a traveling basketball coach in Stillwater, Minnesota. When not assisting clients, she enjoys competitive tennis, golf, cooking, baking, and being a mom to her daughters, Jane and Vivian.