Wealth Advisor
Sam has spent his career working with high and ultra-high-net-worth individuals, families, businesses and non-profits to assist with managing and planning their complex financial affairs. He and his Jacksonville-based Wealth Management team have in-depth experience working with physicians, business owners preparing for an exit, and individuals and families planning for major liquidity events. Sam and his team offer holistic advice tailored specifically towards their client’s priorities and values. Sam and his team are comprised of highly credentialed specialists in portfolio management, financial and estate planning and business transition strategies.
Sam is a CERTIFIED FINANCIAL PLANNER® practitioner, and he and his wife, Lindsey, met at and graduated from Virginia Tech. While at Virginia Tech, Sam enjoyed being a Division I athlete on the Hokie’s Baseball team. Sam is an avid golf and pickleball player and he and his wife enjoy traveling and spending time at the beach with their dogs, Ellie and Mia. Lindsey is an OB/GYN physician with a large Jacksonville practice.
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.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Equal Housing Lender. Member FDIC. NMLS# 608046