Sawyer Sams
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Johnson City, TN 37601
Credentials
Series 63, Series 65, Series 66
Industry experience
3 years
Sawyer Sams is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Smith Conkin Dixon Wealth Management Group. In his role, Sawyer and his team develop personalized wealth strategies for over 500 families across more than 40 states, utilizing a comprehensive planning approach that integrates Merrill's investment and planning resources with Bank of America's banking and lending capabilities.
Before joining Merrill, Sawyer worked at a smaller wealth and investment management firm in Charlotte, North Carolina, where he led the firm's investment committee and was responsible for asset allocation strategy and trading activities. He holds a bachelor's degree in economics from Furman University and has earned the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) credential. Sawyer is a member of the CFA Society of East Tennessee.
Residing in Johnson City, Tennessee, Sawyer is involved in his community through membership at First Christian Church. He enjoys spending time with his family and participates in activities such as basketball, cooking, football, and pickleball.
Bank of America, N.A.
2025 - Present (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2024 - Present (2 years)
Northwestern Mutual Wealth Management Company
2024 - 2024 (1 year)
Ryan Saunders
2021 - 2024 (3 years)
Northwestern Mutual Investment Services LLC
2021 - 2024 (3 years)
Ryan Saunders
2021 - 2021 (1 year)
Furman University
2020 - 2024 (4 years)
WindyRush Country Club
2017 - 2020 (3 years)
Sardis Swim and Racquet
2016 - 2020 (4 years)
Unemployed
2011 - 2016 (5 years)
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