Stephen Sorensen, Cfp®
About Stephen Sorensen, Cfp®
Stephen Sorensen, CFP®, is a Senior Vice President of Wealth Management at UBS, where he has worked since 2021. With over thirty years of experience in financial services, he leads the Sorensen-Moore Group and employs a proactive management approach to wealth management.
Work at UBS
Stephen Sorensen has been serving as Senior Vice President in Wealth Management at UBS since 2021. In this role, he leads the Sorensen-Moore Group, which includes his niece Laura Moore and Valorie Warth. The group is recognized for its unique approach to wealth management, which emphasizes the incorporation of female intuition into financial strategies. Sorensen's proactive management process includes adjusting cash levels in client portfolios to mitigate market volatility, distinguishing his methods from traditional buy-and-hold strategies.
Education and Expertise
Stephen Sorensen studied at Clemson University from 1984 to 1987, where he earned a degree in Financial Management. His educational background provides a strong foundation for his extensive career in financial services, which spans over thirty years. Sorensen is a Certified Financial Planner (CFP®), showcasing his commitment to professional standards in wealth management and financial advising.
Background
Before joining UBS, Stephen Sorensen held various positions in the financial sector. He worked at Bank of America as a Commercial Loan Officer from 1988 to 1992 in South Carolina. He then transitioned to Merrill Lynch, where he served as a Financial Advisor from 1992 to 1995 and later as Senior Vice President in Wealth Management from 2012 to 2021. Additionally, he spent 17 years at A.G. Edwards & Sons, Inc. as a Financial Advisor, further solidifying his expertise in managing investment portfolios.
Achievements
Throughout his career, Stephen Sorensen has focused on solving complex financial problems and managing investment portfolios for individuals and families. He finds personal fulfillment in impacting the financial well-being of his clients. His leadership of the Sorensen-Moore Group reflects his commitment to innovative wealth management strategies that consider diverse perspectives, particularly through the inclusion of female intuition.
Personal Interests
Stephen Sorensen enjoys a variety of family-oriented hobbies, including snow skiing, spending time at the beach, and following Clemson football. These activities reflect his values of family and community engagement, complementing his professional life in financial services.