Sam has more than 35 years of experience in the financial services industry and manages the equity and bond portfolios of our clients. He plays an active role in helping high-net-worth individuals achieve their financial and philanthropic life goals through fundamental analysis and research, asset allocation, retirement planning, portfolio management, and hedging/diversification strategies.
As a Certified Financial Planner™ practitioner, Sam holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
Sam joined Raymond James in January 2015. Previously, he served as a financial advisor with William Blair & Company, a director with DB Alex. Brown and an investment broker with Legg Mason, all in Chicago. He earned a bachelor’s degree in economics from the University of Illinois at Champaign-Urbana.
A native of Chicago, Sam now resides in Nashville, TN with his wife, Melissa. They have two children, Alexandra and Daniel. In his free time, Sam enjoys many outdoor activities, particularly those involving water and fish.
Samuel Gross of GBR Wealth Management Group was named on the 2025 Forbes Best-in-State Wealth Advisors list.
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
