Brendon Sorenson
Brendon Sorenson, CFP®, is committed to being a trusted financial advisor dedicated to helping individuals and families achieve clarity and confidence in their financial lives. With a degree in finance from Dixie State University and years of experience at Merrill Lynch Wealth Management, Brendon brings deep knowledge in investment management, retirement planning, and holistic wealth strategies.
As a CERTIFIED FINANCIAL PLANNER® professional, Brendon is committed to delivering transparent, personalized guidance rooted in trust and integrity. He takes the time to understand each client’s unique goals and crafts tailored plans to help them succeed.
Originally from Aurora, Utah, Brendon now lives in St. George with his wife Macady and daughter Swayzee. Outside of work, he enjoys dirt biking, boating, hunting, and exploring the outdoors with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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.
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.
