Troy Sorel
Senior Financial Advisor, Partner at SlateStone Wealth, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Experience
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SlateStone Wealth, LLC
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United States
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Financial Services
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1 - 100 Employee
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Senior Financial Advisor, Partner
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Jun 2019 - Present
Troy provides advice on investments and personal financial matters for high net worth individuals and families. Troy provides advice on investments and personal financial matters for high net worth individuals and families.
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Investment Advisor Representative and Head of Business Development
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Jan 2014 - Jun 2019
Wealth management, Business Development, Relationship Management Wealth management, Business Development, Relationship Management
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ING Financial Partners
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United States
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Investment Banking
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Investment Advisor Representative
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Aug 2010 - Jan 2014
Asset Management, Financial Planning, Retirement Planning Asset Management, Financial Planning, Retirement Planning
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Education
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2007 - 2008
Florida State University - College of Business
Master of Business Administration (M.B.A.), Finance -
2003 - 2007
Florida State University - College of Business
Bachelor of Business Administration (B.B.A.)
Community
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