Sam approaches wealth management from a fresh perspective. He views his role as an objective partner to those he works with, helping clients to identify blind spots and capitalize on opportunities in their wealth management journey.
Taking his fiduciary duty seriously, Sam believes the foundation of a successful partnership starts with honesty, transparency, and accountability. He is deeply committed to helping his clients realize their long-term financial and non-financial goals so they may pass on not only their wealth, but their values, to future generations.
Sam has taken further steps to provide value to his clients by attaining the Accredited Asset Management Specialist (AAMS®) designation. The AAMS® designation is recognized as the industry-benchmark for asset management credentials and has provided depth in expertise in areas of wealth management such as retirement planning, taxation, and executive benefit packages. He received his BA from Florida Gulf Coast University and his MBA from University of Florida.
Raised in Pasco County, he is actively involved in the community. He volunteers for organizations such as JK Cancer Fund and National Pediatric Cancer Foundation. He also serves on the Board of Directors for the Pasco Economic Development Council and Safety Harbor Chamber of Commerce. He is a member of Leadership Pasco Class of 2022, Chi Chi Rodriguez Youth Foundation Academy Executive Committee, and Safety Harbor Rotary Club.
In his free time, Sam enjoys golfing, fishing, cooking, and spending time with family and friends. Sam is married to his wife, Sarah, who is a clinical oncology pharmacist at Moffitt Cancer Center. Together they have a golden retriever named Griffin and a cat named Poppy.
Raymond James is not affiliated with the above organizations and/or charitable causes.