After graduating from Huntingdon College in Montgomery, Alabama, Sam began his career in the financial industry with Morgan Keegan in 1993. He served as a producing Branch Manager there for more than 12 years before becoming a Managing Director of Investments with Raymond James. After eight years in that role and with over two decades of experience, Sam sensed a change in the industry’s advisor landscape. He joined forces with a former colleague, and using their access to the resources of Raymond James Financial Services, launched a new independent practice dedicated to providing thoughtful financial solutions catered to the diverse needs of its clients.
Sam is a founding partner of his office's Institutional Consulting Services Group. He specializes in strategies customized for insurance companies, nonprofits, and corporations in Central Alabama and beyond. He regularly consults with investment committees on policy development and review, asset allocation guidance, performance reporting, and investment management and provides education on governance and fiduciary compliance issues. His focus on investment strategies, risk management, and client education helps ensure his clients meet their unique and purposeful goals while remaining compliant with current regulatory guidelines. In addition to his institutional consulting practice, Sam provides goals-based planning advice to high-net-worth families, individuals, and business owners. By prioritizing and closely monitoring client goals via integrated technology, clients receive instant feedback as their life changes occur. Sam is passionate about placing his clients’ best interests first and delivering prudent, timely financial advice with candor and conviction.
Sam enjoys fishing, photography, and maintaining an active lifestyle with his wife Susan and their three children in his free time.