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Sophie Lorenzo

Member profile details

First name

Sophie

Last name

Lorenzo

Business Name

Pelora Advisors

Title/Position

Relationship Manager

Head shot

slorenzo@financialguide.com

Phone

7045340823

Business Phone

7045579629

Group participation

Uptown Chapter

Preferred Chapter

Uptown

Extended Business Details for Directory

Company Logo

Website

https://www.peloraadvisor.com/

Industry Exclusivity

Brief Company Description

We specialize in developing tailored strategies for both individuals and businesses. For businesses, we offer services such as retirement planning, buy-sell agreements, risk assessments, group disability solutions, and insurance coverage evaluations. For individuals, our expertise includes retirement planning, education funding, long-term care insurance, life insurance assessments and recommendations, and disability insurance.

Industry

Financial Planning

Specific Industry description

I am a Relationship Manager at Pelora Advisors, a financial planning firm, located in Charlotte NC. In my role, I collaborate directly with Financial Planner, Ryan Donaghy, in order to enhance client experiences and ensure the execution of wealth management strategies.

CONTACT US

Brett Metcalf, President | Brett.Metcalf@proforma.com

Kayla Arnold, Membership Committee Co-Chair | Kayla.arnold@ushadvisors.com

Kate Kidd, BLOC Administrator | admin@businessleadersofcharlotte.com

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