Steven Sorensen

Q: What is Steven Sorensen email address?

Email Steven Sorensen at s.sorensen@ubs.com. This email is the most updated Steven Sorensen email found in 2026.

Q: How to contact Steven Sorensen?

To contact Steven Sorensen send an email to s.sorensen@ubs.com. (updated on October 30, 2024)

Senior Vice President - Wealth Management at UBS | Greenville-Spartanburg-Anderson, South Carolina Area

About Steven Sorensen

Steven Sorensen, as a Senior Vice President in Wealth Management at UBS, brings over three decades of extensive experience in the financial services industry, positioning him as a trusted advisor for individuals and families navigating their financial futures. Leading the Sorensen-Moore Group, which includes his niece Laura Moore and colleague Valorie Warth, Steven emphasizes a holistic approach to wealth management that integrates both technical expertise and a deep understanding of clients’ personal values and aspirations. This unique blend allows the team to address a wide array of financial needs, from portfolio management and retirement planning to multi-generational family wealth advising.

At UBS, Steven is currently spearheading key projects focused on wealth and legacy planning, ensuring that clients not only achieve their immediate financial goals but also secure their legacies for future generations. His disciplined approach and meticulous attention to detail enable him to craft tailored strategies that address both simple and complex financial challenges. One of the most rewarding aspects of his role is guiding clients through significant life transitions, such as widow transition planning, where his empathetic approach provides much-needed support during difficult times.

Steven’s expertise in retirement cash flow and forecasting further enhances his ability to help clients visualize their financial futures with clarity and confidence. By fostering long-term relationships built on trust and understanding, he empowers clients to make informed decisions that align with their life goals. In an ever-evolving financial landscape, Steven Sorensen stands out as a resourceful leader committed to delivering exceptional wealth management solutions.

Steven Sorensen Work