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 $850 million in assets as of March 21, 2023. 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 Counselor® 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 has also 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. He is also the co-author of the book "Replacing Your Paycheck: Strategies to Grow Your Savings, Generate Income, and Preserve Your Retirement Assets” and “Financial Therapy: For Tips On Better Investor Behavior.”
Sam earned a bachelor's degree in business administration and accounting from Duquesne University. 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 2023, 2022, 2021, 2020 and 2019 Barron’s “America’s Top 1,200 Advisors” list*, the 2022, 2021, 2020, 2019 and 2018 Forbes Best-In-State Wealth Advisors list** and in the 2020, 2019, 2018 and 2017 edition of the FT 400 Top Financial Advisors***.
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.
About Barron’s Top 1,200 Advisors Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 5,630 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2021 to 09/30/2022, and was released on 03/15/2023. 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 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an 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. Please visit forbes.com/best-in-state-wealth-advisors for more info.
***Source: Financial Times Top 400 Financial Advisors April 2020. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). 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. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). 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, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James.
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