Elizabeth Sorrells is a managing director at ACG Wealth’s office in St. Simons Island, Georgia. She is responsible for the overall strategy of the Golden Isles office and is charged with managing client accounts and growing operations.
Before joining ACG Wealth, Elizabeth was a managing partner of the wealth management division of an accounting firm. With more than 25 years of experience in the financial services industry, Elizabeth has held senior management positions with investment management firms in Philadelphia, Boston, and New York. Elizabeth is an attorney with a license to practice in the State of Georgia. She has practiced in the areas of estate and tax law, corporate law, family law, and real estate. A noted financial author, she has written two books: “Financial Planning Under the New Rules,” which was selected by the Library Journal as one of the “Best Business Books of the Year,” and “Tax Reform Act of 1986.”
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- Series 7
- Series 24
- Series 63
- Series 65
- Bachelor of Arts, Wesleyan College
- Juris Doctorate, Walter F. George School of Law, Mercer University