The founder and president of Sorsby Financial, Charles C. Sorsby, has over 40 years experience as a investment advisor and securities professional. He was with Merrill Lynch for 20 years where he was a Senior Vice President before leaving in 1995 to form Sorsby Financial. He has an undergraduate and master’s degree in economics and an MBA in finance from the University of Chicago.
Accounts are handled on either a consultative or discretionary basis. Sorsby Financial Corp. is committed to bringing the highest quality service and investment advice to its clients at an attractive price.