Sam Rine


Sam brings over 30 years of experience as a business owner and financial advisor. In addition to providing clients with first-class service rooted in integrity and attention to detail, Sam is dedicated to developing long-term relationships with them to best understand their goals and providing viable solutions for every element of the wealth management equation.

As your advisor, Sam takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understanding your investment objectives and tolerance for risk, Sam will work closely with you to develop a customized financial plan designed to meet your long- and short-term financial objectives.

Sam gained enriching industry experience working as a senior portfolio manager at Morgan Stanley for 11 years. While there, he helped a diverse clientele with varying needs – including small business owners, young professionals and retirees – pursue their financial goals. In 2018, he proudly joined Raymond James and looks forward to utilizing the firm’s extensive resources to assist his clients with an array of matters, including financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. Having partnered with Raymond James, Sam will work diligently to help you develop your personal financial plan and a detailed investment strategy.

Sam’s planning-based approach is designed to help you meet your current financial needs while working toward future goals. This can include mitigating tax liabilities, successfully addressing estate issues and getting better control of discretionary expenses. In addition to his industry experience, Sam holds the professional designation of Certified Kingdom Advisor®.

Originally from Lowell, Massachusetts, Sam makes his home in West Palm Beach with his wife, Cindy. Away from the office, Sam created and administers the Disciple Institute Facebook page, which has amassed over 7,000 followers. He also enjoys hiking and traveling with his wife as well as spending time with his three sons, their wives and grandchildren.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James does not provide tax or accounting services.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.