Troy Sorel in

Troy Sorel

Login to view DISC.
Managing Director, Senior Wealth Advisor, Partner at SlateStone Wealth, LLC
📍 Fort Lauderdale, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
16 Years
Current Role
Managing Director, Senior Wealth Advisor, Partner
Job Level
Senior
Location
Fort Lauderdale, Florida, United States
Personality Overview

How Troy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Troy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

6-2019
Managing Director, Senior Wealth Advisor, Partner
SlateStone Wealth, LLC
1-2014 - 6-2019
Investment Advisor Representative and Head of Business Development
Emerald Asset Advisors
8-2010 - 1-2014
Investment Advisor Representative
ING Financial Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2007 - 2008
Master of Business Administration (M.B.A.)
Florida State University - Herbert Wertheim College of Business
2003 - 2007
Bachelor of Business Administration (B.B.A.)
Florida State University - Herbert Wertheim College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other SlateStone Wealth, LLC Employees

Explore more public profiles from related professionals.

Michael McCorkle
Michael McCorkle
Chief Compliance Officer
SlateStone Wealth, LLC
 Patrick Tylander
Patrick Tylander
Co-CEO
SlateStone Wealth, LLC

More profiles

Discover additional public profiles from our index.

Jeffrey Campbell
Jeffrey Campbell
Field Project Manager
Campbell Cooling
 Shaun Quin
Shaun Quin
Chief Executive Officer
Stewards Inc.
 Dean McElwee
Dean McElwee
Global Director of eCommerce | Director Digital Transformation | Consumer Goods · Power Tools
Stanley Black & Decker, Inc.
JH
joseph harvey
ceo
greneral and interal co
Unlock the full playbookSee exactly how to sell to Troy. Free, 10 seconds.