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Top 30 financial advisors of 47 near 28786
Out of 400,000+ nationwide
Justin C
Series 66
Sylva, NC
Edward Jones
Molly B
Series 66
Lake Junaluska, NC
Edward Jones
Susan S
Series 63, Series 65
Waynesville, NC
Merrill
Susan Sorrells is the Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She has been with Merrill Lynch since 2007 and currently leads the Asheville office, supporting and mentoring financial advisors and associates. Susan works closely with a select group of individuals and families, providing customized financial strategies and guidance tailored to their retirement, legacy, and wealth management goals. With over 36 years of experience in the financial services industry, Susan draws on her background in banking and investment management, including previous roles in retail branch management and licensed banker supervision at SunTrust Bank and Wachovia Bank. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor™ (CRPC™) designation, and Certified Divorce Financial Analyst® (CDFA®) certification. Susan’s areas of expertise include retirement planning, education funding, family wealth strategies, and divorce-related financial issues, collaborating with attorneys and accountants to develop comprehensive wealth management solutions. Susan earned her bachelor’s degree in business administration with a concentration in commercial banking from Mars Hill University. She is a member of the Waynesville Rotary Club and participates in community organizations such as KARE, Open Door, Manna Backpack, and Folkmoot. Susan resides in Waynesville, North Carolina, with her husband and enjoys boating, reading, traveling, and spending time with her family.
Scott S
Series 66
Canton, NC
Edward Jones
Latisha P
Series 63, Series 65, Series 66
Clyde, NC
Edward Jones
Travis B
Series 66
Waynesville, NC
Edward Jones
Erika J
Series 66
Clyde, NC
Respire Wealth Management, LLC
Thomas C
Series 63, Series 65
Sylva, NC
Credit Union Investment Services
Sebastien G
Series 66
Waynesville, NC
Valic Financial Advisors
Adam D
Series 63, Series 65
Waynesville, NC
First Citizens Investor Services, Inc.
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Finding advisors...
Top 30 financial advisors of 47 near 28786
Out of 400,000+ nationwide