PROFESSIONAL PROFILE
Sam is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNER™.
It is of most importance that his clients understand the Wealth Management Experience and its role in their financial health. The Wealth Management Experience includes everything from online bill payment service, private banking, or discussions on personal investing and sophisticated financial planning needs for businesses or individuals.
His practice is currently made up of successful individuals, their families, business owners and their businesses, and corporate executives. No matter the type of client, everyone’s experience will be one of quality with a sense of open communication and expert strategy from Sam and Merrill Lynch.
Prior to joining Merrill Lynch in 1999, Sam worked with his family's successful private business. His experiences in small business, and working with the public have provided Sam with a strong ability to understand the financial issues of businesses and individuals, as well as to identify and communicate potential solutions.
Sam holds a B.S. from The University of Dayton School of Business and currently resides in Coventry, CT with his wife Amber.
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Patricia Norton
Senior Associate
Patricia has over 15 years of experience providing superior service to clients. Working together with Sam, Patricia's goal is to assist in providing the ultimate client experience.
Patricia currently holds the CRPC® designation.(Chartered Retirement Planning Counselor)