Sorrells and Associates
The power of a dedicated team approach
Who We Are
Life rarely moves in a straight line, and neither do your finances. The real challenge is finding someone you can trust with the things that matter most: your family, your money, your hopes for the future. Someone who listens without judgment, stays with you through every season, and offers far more than just stock recommendations.
For more than three decades, Susan Sorrells has guided high-net-worth individuals and multiple generations of families through their wealth management needs with care and understanding. In 2024, Susan expanded her practice to meet the demands of a growing client base. Today she’s supported by Financial Advisor Belva Evans and Registered Client Associate Savannah McClure. Together, they take a long-term, relationship-based approach, guiding your decisions for every stage of your life and every generation of your family.
When you call our office, we want to talk with you, whether you’re facing a challenging situation or just want to say hello. As our client, you gain more than a single advisor — you gain the collective knowledge and experience of our entire team. Each of us brings deep academic credentials, professional expertise, and financial training to address every aspect of your wealth management needs. And because continuity matters to us, our goal is to remain a dedicated source of advice and guidance for multiple generations of your family for many years to come.
What We Do
We work seamlessly together in-house, and we know it's just as important that the various parts of your financial life work together in harmony. That's why, with your permission, we can coordinate with your CPA, estate attorney, and other professionals.
Whether we're working with multigenerational families, business owners, or other wealth creators like you, our team can draw on the deep experience and resources of a dedicated team of professionals across Merrill and Bank of America, including:
* Wealth Management banking specialists from Bank of America
* Trust and philanthropy specialists from Bank of America
* Tax planning strategists
* Business succession planners and investment bankers
* Wealth management lending officers from Bank of America
How We Do It
Teamwork and collaboration are hallmarks of our approach. Together, our diverse backgrounds, experiences, and skill sets form the foundation for the informed wealth management advice and guidance we provide.
But what truly sets us apart goes beyond individual qualifications – it's our empathy, sincerity, approachability, and collaborative spirit. The deep, long-lasting relationships we've built with one another and the real-world experience we share guide us as we navigate your most complex financial challenges with precision and care.
We welcome the chance to speak with you and show you how we can be a valued resource for every stage of your financial life.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
CDFA®, CFP®, CRPC™
ChSNC®
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.
