Sam has seen his clients through many markets since he began his career in 1980 as a financial consultant with Merrill Lynch. As a result of his dedication and unwavering commitment to serving those who put their trust in him, he today leads a team of advisors who manage more than $431 million in assets. But if you ask Sam what his business is really about, he’ll tell you it’s about helping people pursue more fulfilling futures and achieving their most personal goals. And for Sam, that’s the part he finds the most rewarding. Before joining Raymond James, Sam spent many years at Merrill Lynch in various leadership roles.
In order to better serve clients, Sam completed The Chartered Retirement Planning Counselor℠ program of the College for Financial Planning™. To achieve the CRPC® designation, considered the nation’s premier retirement planning credential, Sam demonstrated in-depth knowledge of the needs individuals face both before and after retirement. He also has received the designation of Accredited Retirement Plan Consultant after demonstrating an understanding of retirement savings plans currently available in the market and the issues and challenges plan sponsors face. Sam applies this knowledge today in helping clients plan for the future.
Sam graduated from Duquesne University with a Bachelor of Science in business administration, accounting in 1980. While at Duquesne, he was appointed by the university president to sit on the University Statutes Committee. Sam was also a representative to the Dean’s Student Advisory Council. Professionally, Sam was named in the 2017 edition of the FT 400 Top Financial Advisors*. The list recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the U.S. He was also recognized as one of Barron’s Top 1,200 advisors** in 2014 and as a Barron’s Top 1,000 advisor in 2007, 2008, 2009, 2010, 2011, 2012 and 2013- even when the recognition was referred to as “The Winner’s Circle State by State” for the first two years. Sam also received the On Wall Street Branch Manager Award*** in 2008, which recognizes the leading 100 branch managers in the country.
Today, Sam is still busy serving others in his community. He is a member of the Advisory Board of the Rochester, Pennsylvania Corps of the Salvation Army and has served on the Board of Directors of the McGuire Memorial Foundation, Sewickley Valley Historical Society and the Board of Directors of Habitat for Humanity of Beaver County.
Sam and his wife, Judy, live in Sewickley Heights, Pennsylvania. For fun and recreation, Sam enjoys golf and skeet shooting.
*The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
**Winner's Circle, a Barron's research organization, produced the rankings based on data provided by over 4,000 of the nation's most productive advisors. Among the factors considered for the rankings are assets under management, revenue produced for the firm, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.
***Each year, On Wall Street honors the top 10 Branch Managers in the industry. Several hundred candidates were considered, 100 nominees were selected and then the list was narrowed down to the top 10 chosen by a panel of independent judges based on a quantitative and qualitative review of data from two surveys, one filled out by persons making the nomination and the second by the nominee. Nominees must be employees at a major, leading brokerage firm and are evaluated on leadership, dedication to superior client service and their ability to recruit, develop and retain talented advisors. The ranking may not be representative of any one client's experience, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.