Sam has seen his clients through many markets since he began his career in 1980 as a financial consultant with Merrill Lynch. As a result of his dedication and unwavering commitment to serving those who put their trust in him, he today leads a team of advisors who manage more than $600 million in assets. But if you ask Sam what his business is really about, he’ll tell you it’s about helping people pursue more fulfilling futures and achieving their most personal goals. And for Sam, that’s the part he finds the most rewarding. Before joining Raymond James, Sam spent many years at Merrill Lynch in various leadership roles.
In order to better serve clients, he completed The Chartered Retirement Planning CounselorSM program of the College for Financial Planning™. To achieve the CRPC® designation, considered the nation’s premier retirement planning credential, Sam demonstrated in-depth knowledge of the needs individuals face both before and after retirement. He also has received the designation of Accredited Retirement Plan Consultant after demonstrating an understanding of retirement savings plans currently available in the market and the issues and challenges plan sponsors face. Sam applies this knowledge today in helping clients plan for the future. He is also the co-author of the book “Replacing Your Paycheck: Strategies to Grow Your Savings, Generate Income, and Preserve Your Retirement Assets”.
Sam graduated from Duquesne University with a Bachelor of Science in business administration, accounting in 1980. While at Duquesne, he was appointed by the university president to sit on the University Statutes Committee. Sam was also a representative to the Dean’s Student Advisory Council. Professionally, Sam was listed on the 2018 Forbes Best-In-State Wealth Advisors list* and in the 2018 and 2017 edition of the FT 400 Top Financial Advisors**. The list recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the U.S.
Today, Sam is still busy serving others in his community. He is a member of the Advisory Board of the Rochester, Pennsylvania Corps of the Salvation Army and has served on the Board of Directors of the McGuire Memorial Foundation, Sewickley Valley Historical Society and the Board of Directors of Habitat for Humanity of Beaver County.
Sam and his wife, Judy, live in Sewickley Heights, Pennsylvania. For fun and recreation, Sam enjoys golf and skeet shooting.
Raymond James is not affiliated with any of the organizations listed above.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This ranking is not indicative of 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.
**The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. In 2018, roughly 880 applications were received and 400 were selected to the final list (45.45%). Only advisors who submit an online application can be considered for the ranking. The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.