Brendon Sorenson
Senior Financial Advisor
720 South River Road
Suite E-200
St. George UT 84790
(435) 986.8962
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Brendon Sorenson is a financial advisor with a devotion for helping individuals and families achieve their financial goals. His passion for finance started at a young age, and he pursued a degree in finance from Dixie State University. After completing his degree, Brendon joined the Merrill Lynch Wealth Management team, gaining experience in various aspects of finance, including investment management, retirement planning, and wealth management. He realized that he had a talent for helping clients navigate complex financial situations, and he decided to get his CFP® certification to further his career. As a CFP® professional he has a commitment to providing top-notch financial planning services.
Brendon takes the time to listen to his clients' needs and aspirations, and he provides appropriate solutions to help them attain their financial objectives. Brendon's approach to planning is built on trust, transparency, and honesty, and he works tirelessly to earn and maintain his clients' confidence. Overall, Brendon Sorenson is committed to helping his clients achieve their goals and rest easy knowing they have a sound financial plan in place.
Brendon grew up in the small town of Aurora, Utah, and now calls St. George, Utah, his home. He resides there with his wife Macady and two children Swayzee and Bryton. When he's not working, Brendon enjoys an active lifestyle that includes riding dirt bikes, boating, hunting, traveling, and spending time with his family.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

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Brendon Sorenson is registered to do business in AL, AZ, CA, CO, GA, ID, IL, ME, MN, MT, NC, NE, NJ, NM, NV, OK, OR, PA, SD, TN, TX, UT, VA, WA, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.