PRIVATE ADVISOR
VICE PRESIDENT
Sam is a Private Advisor and CFP®1 practitioner with Seacoast Investment Services in North Florida. Before joining Seacoast, Sam spent 4 years running his own Edward Jones office while helping clients and their families through consultative financial planning. He and his team of specialists work hand-in-hand with clients to provide a holistic approach to personal finance. Sam’s clients include families, and business owners seeking comprehensive financial planning, portfolio management, as well as estate and asset transfer strategies.
Sam and his wife Lindsey are graduates of Virginia Tech University, both receiving Bachelors of Science degrees, while participating in Division 1 athletics. Sam was on the Baseball team, and Lindsey played Volleyball. Lindsey is a practicing OB/GYN at the University of Florida Shands Hospital. Sam is an avid golfer and pickleball player and he and his wife enjoy traveling and spending time outdoors with their dog, Ellie.
1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit |
Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.