Joseph Sorok
Regional Vice President at Mercer Advisors | Merrick, New York, United States
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Joseph Sorok serves as the Regional Vice President at Mercer Advisors, where he leverages his extensive expertise in wealth management and investment management to drive the success of his team and enhance client relationships. With a career rooted in a passion for financial stewardship, Joseph is dedicated to empowering his team to reach their full potential. He believes that by equipping his colleagues with the right tools and knowledge, they can better assist clients in taking ownership of their financial futures.
In his current role, Joseph is instrumental in overseeing key projects that focus on optimizing portfolio management strategies and enhancing client engagement. His deep understanding of fixed income, equities, and securities allows him to guide his team in developing tailored investment solutions that align with clients' unique financial goals. Joseph's proficiency with industry-leading platforms like Bloomberg further enhances his ability to analyze market trends and make informed investment decisions.
Additionally, Joseph is committed to fostering a culture of continuous learning and professional development within his team. He actively encourages collaboration and knowledge sharing, ensuring that each team member feels supported in their efforts to provide exceptional service. By combining his management skills with a keen understanding of the financial landscape, Joseph Sorok is not only a leader at Mercer Advisors but also a trusted partner for clients navigating the complexities of wealth management. His unwavering dedication to client success and team empowerment positions him as a pivotal figure in the financial advisory industry.
Regional Vice President at Mercer Advisors in February 2024 to Present
Fidelity Regionl RCS-Fixed income Team Leader at Fidelity Investments in April 2022 to February 2024
Fidelity RCS Team Leader at Fidelity Investments in January 2022 to February 2024
Management Team Lead Sales Solution Group NJ Region at Fidelity Investments in January 2022 to April 2022
Branch Manager at Tdameritrade in June 2000 to January 2022
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Management
Retirement Planning
Investment Management
Coaching & Mentoring
Bloomberg
Fixed Income
Series 63
Bonds
Series 7
Securities
Trading
Equities
Mutual Funds
Investments
Financial Services
Capital Markets
FINRA
Portfolio Management
Asset Management
Wealth Management
Asset Allocation
Series 24
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Discover more about Mercer AdvisorsWhat is Joseph Sorok email address?
Email Joseph Sorok at [email protected] and [email protected]. This email is the most updated Joseph Sorok email found in 2026.
What is Joseph Sorok phone number?
Joseph Sorok phone number is +15162207982 and +15168100462.
How to contact Joseph Sorok?
To contact Joseph Sorok send an email to [email protected] or [email protected]. If you want to call Joseph Sorok try calling on +15162207982 and +15168100462.
What is Joseph Sorok net worth?
Joseph Sorok has an estimated net worth of $750,000 to $999,999
What company does Joseph Sorok work for?
Joseph Sorok works for Mercer Advisors
What is Joseph Sorok's role at Mercer Advisors?
Joseph Sorok is Regional Vice President
What industry does Joseph Sorok work in?
Joseph Sorok works in the Financial Services industry.
Joseph Sorok Email Addresses
Joseph Sorok Phone Numbers
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