Susan Sorrells is a First Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She began her financial services career in 1987 and joined Merrill in 2007. Susan also takes great pride in serving as Resident Director of the Asheville office. She is passionate about supporting, coaching, and mentoring the Financial Advisors and associates in her office. Leading by example with integrity, consistency and encouragement, she strives to remove barriers and proactively supports Advisors as they work to help clients achieve their goals. This high-touch service philosophy is woven into the fabric of the entire Asheville office. As the founder of Sorrells & Associates, Susan’s clientele includes a select group of busy and successful individuals and families who turn to her for customized financial strategies and sustained advice and guidance. Serving as their financial advisor has allowed Susan to help enhance their lifestyles, their retirement years, and the legacies they leave to family members and favorite causes. Over the years she has become deeply entrenched in their lives and pledges to continue to be there for all their milestones, triumphs, difficulties, and challenges. Susan also has experience helping separating spouses transfer or liquidate their assets. Supporting them with compassion and discretion, she can assist with the financial issues that result from divorce. In collaboration with their attorneys and accountants, she can develop wealth management strategies tailored to their changed circumstances and help them continue to look to the future. Susan graduated Magna Cum Laude from Mars Hill University with a bachelor’s degree in business administration and a concentration in commercial banking. She is a CERTIFIED FINANCIAL PLANNER® CFP® professional who also holds the Chartered Retirement Planning Counselor™, CRPC™ and Certified Divorce Financial Analyst® , CDFA® designations. Susan is a member of the Waynesville Rotary Club. She previously served on the Haywood County Community Foundation, the Haywood Community College Foundation Board, and the Haywood Community College Board of Trustees. Susan and her husband, Michael, reside in Waynesville, North Carolina. They have three grown children, Brookely, Jarrett, and West and are the proud grandparents of five grandchildren, Remi, Andie, Hayden, Nash, and Hank and two four-legged family members, Leo (a guard dog) and new addition Stevi (a Golden Doodle Puppy). Life is never dull with the “Grand-crew” and Susan enjoys taking trips and various activities together. Some of her additional pastimes include spending time on Lake Douglas in Tennessee, getting together with friends, visiting new places, and the escape of a good book or movie.
For more than three decades, Susan Sorrells has been serving the wealth management needs of high-net-worth individuals and families with care and understanding. Supported by client associate, Tangie Smith, one of the most rewarding parts of Susan's job is getting to know clients and their families, hearing their unique stories, and helping them prepare for what's next.
Together, Susan, Tangie, and Belva provide knowledgeable advice and guidance combined with empathetic, caring service to a varied clientele. Many of their clients are busy and successful people who don't have the time or desire to manage the complexities of their wealth. They turn to us to take those tasks off their plate so they can concentrate on their business and personal lives.
The team strives to create an atmosphere in which clients feel embraced by delivering personalized attention and high-touch service by listening attentively to their requests and addressing their needs, concerns, and questions promptly and efficiently. Clients often tell Susan that they appreciate the team's continuity, accessibility, proactive communication, and teamwork.
Susan also has experience helping spouses in the process of separating to transfer or liquidate their assets and can assist them, with compassion and discretion, in dealing with the financial issues and results of divorce. In addition, she understands the needs of women, many of whom will take full responsibility for their finances at some point in their lives—as sole earners, after divorce or as widows. In collaboration with their attorneys and accountants, Susan can develop wealth management strategies tailored to their changed circumstances and help them continue to look to the future.
The team finds it extremely rewarding when clients reach that 'aha' moment and realize they are on track to achieving their goals. It's why Susan, Tangie and Belva love what they do, and why they've been in the industry for more than two decades. They invite you to come see for yourself, and they look forward to working with you and your family.
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.
