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 2019 Barron’s “America’s Top 1,200 Advisors” list, the 2019 and 2018 Forbes Best-In-State Wealth Advisors list* and in the 2019, 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.
*Source: Barron’s “Top 1,200 Financial Advisors,” March 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. 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. Barron’s is not affiliated with Raymond James.
About Forbes ranking of Best-In-State Wealth Advisors
Source: Forbes.com (Feb. 2019). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
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 29,334 advisors nominated by their firms, 3,477 received the award. 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. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Source: Financial Times Top 400 Financial Advisors, April 2019. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). 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. 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.