How can you pursue what matters most?

Team 1

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Team 3

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Steve Sorensen

    Steve Sorensen, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • FL
    • GA
    • NC
    • NY
    • SC
    • TN
    • TX
    • VA

    For over 30 years, Steve has helped individuals, couples and families develop a roadmap for achieving their financial goals through listening to their needs, delivering sound advice and providing results-driven investment strategies. Whether your goals center around a worry-free lifestyle in retirement, selling a family-owned business or developing an efficient estate plan, Steve will help you pursue the goals that matter to you most. Every situation is unique, which is why he works to gain a clear understanding of his clients before customizing a financial and investment strategy to help them accomplish their desires.

    After 20 years as a Financial Advisor, Steve invited his niece, Laura Moore, to form the Sorensen Moore Group in order to enhance their comprehensive approach to working with clients. Together, they provide leadership in discretionary portfolio management. They proactively manage portfolios by using various levels of cash and other securities to help shield clients against market risk and volatility versus more traditional “buy & hold” strategies. In 2021, Steve and Laura joined UBS Financial Services Inc. where they have access to UBS’ broad array of resources for individuals and privately-held businesses.  

    On a personal note, Steve and his wife, Lea Ann have been married since 1989 and have four wonderful children. They enjoy spending time with family and friends. Their interests include exercise, the beach, snow skiing and attending Clemson football games.

      • Clemson University, Bachelor of Science degree in Financial Management
      • CERTIFIED FINANCIAL PLANNER™
      Poinsett Plaza
      17 West Mcbee Ave
      Greenville, SC 29601
      stephen.sorensen@ubs.com
      Steve Sorensen, CFP
      Poinsett Plaza,Greenville,SC,29601
    • Laura Moore

      Laura Moore, CFP

      Financial Advisor

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      • AL
      • CO
      • GA
      • NC
      • NM
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA

      Laura Moore joined Steve Sorensen in 2015 to form the Sorensen Moore Group after working in the public relations industry. Together, Laura and Steve offer a holistic approach when providing advice to clients regardless of their life stage or current financial situation. Having come from closely knit families, Steve and Laura place a high priority on helping clients develop and secure their financial legacies. In addition to recommending financial strategies tailored to each client’s goals, they assist in transferring wealth to the next generation. Their process is designed to deliver a customized, consistent experience that goes beyond wealth management to help address client’s life priorities.

      Laura is conscientious, professional and quick to respond to requests of all kinds. She strives to make every client contact a positive experience and truly enjoys the personal relationships she has been able to develop with clients over the years. 

      As a Greenville native, Laura enjoys being active in the local community. She currently serves on the board of Greenville Women Giving. In the past, she served on the board of the Greenville chapter of Accounting & Financial Women's Alliance and The Rotary Club of Greenville, where she was awarded the 2017-2018 Rotarian of the Year. She was also named one of Greenville’s Best & Brightest 35 and Under in 2018.

      Laura and her husband, Andrew, attend and are involved at Grace Church downtown. Outside of work, you can find her spending time with her husband and two young daughters, Eliza and Mallie. 

        • Clemson University, Bachelor of Arts degree in Communication Studies
        • CERTIFIED FINANCIAL PLANNER™
        17 West McBee Avenue
        Poinsett Plaza
        Greenville, SC 29601
        lm.moore@ubs.com
        Laura Moore, CFP
        17 West McBee Avenue,Greenville,SC,29601
      • Valorie Warth

        Valorie Warth

        Senior Client Associate

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        • CO
        • FL
        • GA
        • NC
        • NY
        • SC
        • TN
        • TX
        • VA

        Virtually everyone who calls our team knows Valorie. Our clients love her, and she is an integral part of our practice. As a Senior Registered Client Service Associate, Valorie’s role is to help ensure the administrative needs associated with a client’s accounts are handled efficiently. Valorie loves her work and enjoys interacting with clients and delivering a high level of personal service. She assists clients and the advisor team in a variety of support functions, such as optimization of digital experiences, client communications, IRA Required Minimum Distribution Calculations and numerous operational procedures.

        Valorie holds a Bachelor of Science degree in human services and resources. She began her work as a Client Associate in 2005 with legacy Citi Smith Barney and later transitioned to Wells Fargo Advisors in 2009 where she began working with Steve Sorensen and his clients. She now works with both Steve Sorensen and Laura Moore and the clients of the Sorensen Moore Group.

        Valorie is married and she and her husband have two precious daughters who are full of joy and excitement. Her time away from work is spent outdoors, visiting family in Columbia, and participating in the community at the Taylors campus of Grace Church.

              Poinsett Plaza
              17 West Mcbee Ave
              Greenville, SC 29601
              valorie.warth@ubs.com
              Valorie Warth
              Poinsett Plaza,Greenville,SC,29601

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