Sam focuses on providing comprehensive wealth and investment management services to corporate executives, entrepreneurs and other wealthy individuals and their families. Sam joined Symbolic Wealth Management in 2021 after spending nine years at Paradise Financial Planning in Ft. Lauderdale, Florida. Sam’s career in finance has also included tenures at New England Financial, SSN Advisory Inc., and Securities Service Network, LLC.

In 1987, Sam earned both a bachelor’s degree and Certificate in Financial Planning from distinguished Rice University. In 2004, Sam received his MBA from St. John’s University.

Sam’s professional licenses include the Series 7, Series 66, and the Florida State (2-15) Insurance License for Life, Health, and Long-Term Care.

Sam is currently the part time Director of Development for The Gulf Coast Symphony and former Vice President of Development for the Jackie Robinson Foundation. He also served as the former Director of Institutional Giving at The Metropolitan Opera.

Outside of the office Sam enjoys spending time with his family in Ft. Myers, Florida, where he lives with his wife Chelsia and children Luke, Grace and Ava. He occasionally plays the tuba with local musical groups and enjoys golf. An avid wine lover, Sam currently holds an intermediate certification of education from (WSET) Wine & Sprit Education Trust.