Legacy Financial Partners

Meet Beryl and Pace

A774033_B_Sorscher_188x263.jpg Beryl E. Sorscher, CFP®, CRPS®
Senior Financial Advisor
Senior PIM Portfolio Manager
Phone: 845.639.7276
Email: beryl.sorscher@wfafinet.com

For over 25 years, through vastly different market conditions and cycles, I have counseled my clients and endeavored to grow their assets. For almost 20 of those years, I have held the prestigious CERTIFIED FINANCIAL PLANNER™ professional designation.

My investment philosophy sets out to achieve returns conveniently and prudently using a conservative, well defined and disciplined methodology. My advice is personalized to each individual, and I create custom portfolios that reflect each of his or hers needs and comfort level. Whether the client is focused on building their wealth, transitioning to retirement or receiving monthly income, I strive to help them in the same convenient and responsible manner.

I make every effort to be personally available to clarify, demystify and explain the complexities of the financial world, offer meaningful advice, and to be sure we are consistently on the right track together.

My Experience

• 1995 - 2000 : Prudential Securities

• 2000 - 2009 : PaineWebber/UBS

• 2009 - Present : Wells Fargo Advisors

My Education & Credentials

• Masters of Science- Johns Hopkins University

• College for Financial Planning

• Senior PIM Portfolio Manager

My Areas of Focus

• Advisory Services

• Business Services

• Estate Planning Strategies

• IRAs & IRA Strategies

• Retirement Planning


PaceUpdated1_188x263.png
Pace Sorscher
Financial Advisor
Phone: 845.639.7212
Email: Pace.Sorscher@wfafinet.com

Building relationships with my clients while making sure I understand their financial needs and goals is crucial to effective wealth management. Successful individuals, professionals and business owners turn to me to provide targeted and comprehensive financial advice in conjunction with their portfolio management.

With a background in emergency medicine, I have the opportunity to benefit society in dual roles. Blending the medical and financial fields enables me to uniquely understand and provide for the needs of the medical community as well as all other high net worth individuals.

My Education & Credentials

• Bachelor of Individualized Studies - Fairleigh Dickinson University

My Areas of Focus

• Estate Planning Strategies

• IRAs & IRA Strategies

• Retirement Planning

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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