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.
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.
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.