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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
Sam graduated with honors from Cornell University. After growing up in upstate New York, he has been a Central Florida resident for the past 27 years. He has been a fully licensed investment professional for the past 20 years having earned a FINRA Series 7, Series 65, Series 63 and insurance license. In addition, he also carries a FINRA Series 3 (commodity license). Sam uses his CERTIFIED FINANCIAL PLANNER™ designation to build tailored portfolios for his clients.
As a Senior Vice President of Wealth Management at UBS, he works directly with individuals to help them achieve their investment and retirement goals. Sam does not subscribe to the "group" approach to financial planning where important decisions or implementation may be left to newer associates. Sam takes full responsibility and oversight for every minute detail of his clients' investment plans. He personally provides financial planning and investment advice, monitors asset allocation and conducts performance reviews.
Sam and his wife, Kristen, live in Longwood, Florida with their daughters, Elise and Abby.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Sam graduated with honors from Cornell University. After growing up in upstate New York, he has been a Central Florida resident for the past 27 years. He has been a fully licensed investment professional for the past 20 years having earned a FINRA Series 7, Series 65, Series 63 and insurance license. In addition, he also carries a FINRA Series 3 (commodity license). Sam uses his CERTIFIED FINANCIAL PLANNER™ designation to build tailored portfolios for his clients.
As a Senior Vice President of Wealth Management at UBS, he works directly with individuals to help them achieve their investment and retirement goals. Sam does not subscribe to the "group" approach to financial planning where important decisions or implementation may be left to newer associates. Sam takes full responsibility and oversight for every minute detail of his clients' investment plans. He personally provides financial planning and investment advice, monitors asset allocation and conducts performance reviews.
Sam and his wife, Kristen, live in Longwood, Florida with their daughters, Elise and Abby.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
