Samuel Reavis

Advisor at Merrill

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Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Statesville, NC 28677

About

Samuel Reavis is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized financial plans and strategies tailored to their unique goals. Samuel focuses on helping clients grow and protect their wealth with clarity and confidence, offering guidance that addresses a wide range of financial priorities including retirement planning, wealth management, tax minimization, and philanthropic planning.

With expertise in corporate executive services, liquidity management, managing new wealth, and small business strategies, Samuel approaches each client relationship with attention to detail and a commitment to finding clear, strategic solutions. He emphasizes building lasting relationships based on trust, transparency, and a thorough understanding of what matters most to his clients.

Samuel holds a Bachelor's Degree from the University of South Carolina and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys golfing, spending time with his family, watching movies, and attending live sporting events including football, basketball, and golf tournaments.

Expertise

General retirement planning Wealth management Business ownership considerations Business Financial Management Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Established Professionals Parents

Work history

Bank of America Merrill Lynch

2022 - Present (4 years)

Bonefish Grill

2020 - 2021 (1 year)

Fresh Chef Kitchen

2019 - 2019 (1 year)

University of South Carolina

2018 - 2022 (4 years)

Brooklyn South Pizza

2015 - 2018 (3 years)

Lake Norman Charter School

2010 - 2018 (8 years)

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