Sorrells and Associates
At Sorrells & Associates, superior service is something our clients expect and deserve. Throughout the years, we’ve been honored to serve the wealth management needs of a growing number of generational families. We believe that wealth management is more than providing investment advice. It’s about standing alongside you and helping to discern your past, present and future so we can better address your goals and needs. Every member of our small, dedicated, cohesive group is equally familiar with your unique financial situation. We collaborate to offer the personalized support and attention you expect and deserve. Blending our collective skills helps us to apply a broad knowledge base and different points of view as we work to serve you and multiple generations of your family at every stage of your financial life.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CDFA®, CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
