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More than 150 years
offering financial 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.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Retirement check-in and 2024 preview
Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.
More than 150 years
offering financial advice
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
$5+ trillion
In invested assets globally
As of 11/07/2023
