Stephen Sorensen's Location
Greenville, South Carolina, United States
Stephen Sorensen's Work
Stephen Sorensen's Education
Clemson University
Bachelors
1984 - 1987
Stephen Sorensen's Skills
Stephen Sorensen's Summary
Stephen Sorensen, based in Greenville, South Carolina, United States, is currently a Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch, bringing experience from previous roles at Wells Fargo Advisors, Wells Fargo, A.g. Edwards and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen Sorensen holds a 1984 - 1987 Bachelors @ Clemson University. With a robust skill set that includes Portfolio Managment, Wealth and Legacy Planning, Retirement Planning and Forecasting, Retirement Cash Flow, Multi Generational Family Wealth Advising and more, Stephen Sorensen contributes valuable insights to the industry. Stephen Sorensen has 1 mobile phone number on RocketReach.