The Sorensen Moore Group - UBS Financial Services Inc.
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The Sorensen Moore Group is a team of experienced financial advisors based in Greenville, SC. With over 30 years of expertise, they provide personalized financial advice and wealth management solutions to help individuals, couples, and families achieve their financial goals. Led by Steve Sorensen, CFP, and Laura Moore, CFP, the team offers a comprehensive approach to financial planning, including retirement planning, estate planning, and investment strategies. They prioritize building lasting relationships with their clients and are committed to delivering quality client service.
Steve Sorensen and Laura Moore joined UBS Financial Services Inc. in 2021, giving them access to a wide range of resources for individuals and privately-held businesses. They take a proactive approach to portfolio management, using various strategies to mitigate market risk and volatility. Steve and Laura's expertise, combined with their dedication to understanding their clients' unique needs, make them a trusted source for financial advice in the Greenville area. Outside of work, Steve and Laura enjoy spending time with their families and pursuing their personal interests.
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