Sam, a Chartered Retirement Planning CounselorSM, helps clients work toward restoring order to their financial lives, guiding them toward their goals with a calm demeanor and purposeful approach. A former professional golfer with British roots, he was drawn to the financial services industry because it offered the chance to help others pursue meaningful objectives.
He is skilled at communicating complex financial topics in a clear and simple manner and enjoys working with clients from all walks of life with a particular focus on athletes and business owners. He is passionate about helping clients strive for their financial potential.
Sam joined Raymond James in 2019, drawn by its strong focus on the client-advisor relationship. Before that, he was a financial planner at Northwestern Mutual and a financial advisor at Merrill Lynch in Sarasota, Florida, where he served as a member of the local Rotary Club. He attended Collingwood College in Surrey, England, and earned a Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
Originally from London, England, he lives in Lake Geneva with his wife, Shannon. Though he moved to Wisconsin from Sarasota, Florida, in the middle of winter, he took an instant liking to the area. In his free time, Sam enjoys golfing, reading, hiking and working out.
Raymond James is not affiliated with the above organizations and/or charitable causes.