Sam has been providing financial planning strategies to clients for over 17 years. Prior to joining Smith Brothers Insurance, Sam was with Merrill Lynch and UBS as a Senior Financial Advisor. In 2006 Sam was awarded the Certified Financial Planner™ designation by the Financial Planning Board of Standards, Inc. In 2012, Sam earned his Accredited Investment Fiduciary (AIF®) certification. Sam holds a Bachelor of Sciences degree from the University of Dayton, School of Business and currently resides in Coventry, CT with his wife and two daughters. Sam is an active member of the Town of Coventry Economic Development Board as well as the town’s Insurance Review Board.