Advisor at Merrill
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Samuel Eddy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop personalized wealth management strategies. His approach emphasizes frequent communication and a consultative, objective commitment to helping affluent individuals and their families pursue long-term financial objectives.
Sam joined Merrill in 2011 after a more than 30-year coaching career in college football. He holds a Bachelor's degree from Taylor University and a Master of Science degree from the University of Massachusetts Amherst. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Active in the Youngstown community, Sam participates in the Youngstown State University Penguin Club and is a member of St. Patrick's Catholic Church. He and his wife, Connie, live in Boardman, OH and are parents to two adult children. His client focus areas include personal retirement planning, small business strategies, and retirement income.
BANK of AMERICA, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2011 - Present (15 years)
CFP®
Salem, OH
Unrivaled Wealth Management
Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!
Series 63
Boardman, OH
Edward Jones
Series 63, Series 65
Hubbard, OH
Edward Jones
ChFC®, Series 63, Series 66
Salem, OH
Edward Jones
Series 66
Boardman, OH
Edward Jones
Series 63, Series 66
Hubbard, OH
Edward Jones
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