Insight-based advice

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.

Employees at warehouse

Sam Bellamy

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.

Registered States:
  • AL
  • AZ
  • CO
  • CT
  • FL
  • GA
  • MA
  • MI
  • NC
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • WA

Education

  • Cornell University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
201 North New York Ave
Winter Park, FL 32789
  • (407) 618-7910

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager